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 | $64,818 | $154,117-57.9% | $129,995-50.1% | $139,434-53.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 22.17% | 32.48%-10.3pp | -137.18%+159.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,889 | $5,289-64.3% | $4,320-56.3% | $4,751-60.2% |
| Participant deferral / active EE | $12,432 | $6,710+85.3% | $5,820+113.6% | $6,710+85.3% |
| Admin fee / account holder | $413 | $14,007-97.1% | $10,614-96.1% | $11,403-96.4% |