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 | $42,650 | $148,534-71.3% | $135,903-68.6% | $139,434-69.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 15.42% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,338 | $5,243-55.4% | $4,856-51.8% | $4,751-50.8% |
| Participant deferral / active EE | $8,249 | $8,100+1.8% | $7,758+6.3% | $6,710+22.9% |
| Admin fee / account holder | $7,776 | $12,400-37.3% | $10,762-27.7% | $11,403-31.8% |