See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,014 | $129,942-46.9% | $104,294-33.8% | $134,475-48.7% |
| Participation rate | 90.9% | 79.5%+11.4pp | 73.3%+17.6pp | 81.2%+9.7pp |
| Annual return | 0.73% | 42.03%-41.3pp | 24.61%-23.9pp | 417.96%-417.2pp |
| Employer contribution / active EE | $1,831 | $4,184-56.2% | $3,372-45.7% | $4,740-61.4% |
| Participant deferral / active EE | $4,839 | $5,588-13.4% | $4,625+4.6% | $6,400-24.4% |
| Admin fee / account holder | $7,213 | $9,323-22.6% | $7,339-1.7% | $11,426-36.9% |