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 | $69,300 | $183,519-62.2% | $155,509-55.4% | $145,922-52.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 26.57% | 61.17%-34.6pp | 64.67%-38.1pp | 561.29%-534.7pp |
| Employer contribution / active EE | $4,884 | $5,313-8.1% | $4,672+4.5% | $4,660+4.8% |
| Participant deferral / active EE | $7,121 | $6,462+10.2% | $5,626+26.6% | $6,688+6.5% |
| Admin fee / account holder | $1,657 | $19,313-91.4% | $15,912-89.6% | $13,397-87.6% |