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 | $80,395 | $86,286-6.8% | $111,297-27.8% | $85,850-6.4% |
| Participation rate | 90.0% | 73.3%+16.7pp | 77.3%+12.7pp | 69.3%+20.7pp |
| Annual return | 22.96% | 19.99%+3.0pp | 54.65%-31.7pp | 318.53%-295.6pp |
| Employer contribution / active EE | $3,262 | $2,043+59.7% | $2,731+19.4% | $2,565+27.2% |
| Participant deferral / active EE | $5,356 | $3,641+47.1% | $4,487+19.4% | $3,952+35.5% |
| Admin fee / account holder | $2,565 | $8,188-68.7% | $7,964-67.8% | $6,260-59.0% |