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 9-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 | $66,291 | $117,841-43.7% | $102,423-35.3% | $145,922-54.6% |
| Participation rate | 81.3% | 78.6%+2.7pp | 76.5%+4.8pp | 80.3%+1.0pp |
| Annual return | 11.86% | 31.65%-19.8pp | 29.32%-17.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $11,097 | $3,615+207.0% | $3,023+267.0% | $4,660+138.2% |
| Participant deferral / active EE | $3,970 | $5,731-30.7% | $5,053-21.4% | $6,688-40.6% |
| Admin fee / account holder | $4,430 | $13,326-66.8% | $9,451-53.1% | $13,397-66.9% |