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 | $106,004 | $91,538+15.8% | $129,995-18.5% | $75,163+41.0% |
| Participation rate | 80.0% | 71.4%+8.6pp | 78.5%+1.5pp | 67.2%+12.8pp |
| Annual return | 16.46% | -631.11%+647.6pp | -137.18%+153.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,336 | $2,845-17.9% | $4,320-45.9% | $2,670-12.5% |
| Participant deferral / active EE | $9,748 | $4,341+124.6% | $5,820+67.5% | $4,125+136.3% |
| Admin fee / account holder | $9,852 | $6,790+45.1% | $10,614-7.2% | $5,651+74.3% |