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 | $84,680 | $74,888+13.1% | $71,209+18.9% | $142,382-40.5% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 18.92% | 345.14%-326.2pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,702 | $2,854-5.3% | $2,721-0.7% | $4,299-37.1% |
| Participant deferral / active EE | $11,274 | $4,454+153.1% | $4,175+170.0% | $6,507+73.2% |
| Admin fee / account holder | $441 | $5,568-92.1% | $5,349-91.8% | $12,624-96.5% |