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 | $105,756 | $157,256-32.7% | $141,162-25.1% | $152,861-30.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 28.05% | 64.32%-36.3pp | 71.39%-43.3pp | 345.32%-317.3pp |
| Employer contribution / active EE | $18,808 | $5,261+257.5% | $4,735+297.2% | $4,762+294.9% |
| Participant deferral / active EE | $18,344 | $7,109+158.0% | $6,709+173.4% | $5,850+213.6% |
| Admin fee / account holder | $1,451 | $12,120-88.0% | $10,261-85.9% | $11,596-87.5% |