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 | $95,432 | $114,381-16.6% | $107,525-11.2% | $142,382-33.0% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 15.97% | 242.71%-226.7pp | 181.32%-165.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,436 | $4,015+35.4% | $3,754+44.8% | $4,299+26.4% |
| Participant deferral / active EE | $9,199 | $5,564+65.3% | $5,116+79.8% | $6,507+41.4% |
| Admin fee / account holder | $19,403 | $9,860+96.8% | $8,919+117.6% | $12,624+53.7% |