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 | $128,527 | $112,881+13.9% | $90,951+41.3% | $158,922-19.1% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.7pp |
| Annual return | 13.76% | 215.79%-202.0pp | 134.60%-120.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $5,216 | $2,893+80.3% | $2,122+145.8% | $4,761+9.6% |
| Participant deferral / active EE | $12,610 | $4,128+205.5% | $3,373+273.9% | $5,982+110.8% |
| Admin fee / account holder | $1,708 | $8,041-78.8% | $5,959-71.3% | $11,246-84.8% |