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 | $115,879 | $148,534-22.0% | $135,903-14.7% | $139,434-16.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 16.84% | 79.19%-62.4pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,828 | $5,243-46.1% | $4,856-41.8% | $4,751-40.5% |
| Participant deferral / active EE | $3,254 | $8,100-59.8% | $7,758-58.1% | $6,710-51.5% |
| Admin fee / account holder | $758 | $12,400-93.9% | $10,762-93.0% | $11,403-93.4% |