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 6-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 | $87,727 | $100,773-12.9% | $88,946-1.4% | $142,382-38.4% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 19.18% | 70.18%-51.0pp | 57.82%-38.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $5,166 | $2,918+77.1% | $2,555+102.2% | $4,299+20.2% |
| Participant deferral / active EE | $12,907 | $5,230+146.8% | $4,581+181.7% | $6,507+98.3% |
| Admin fee / account holder | $779 | $9,693-92.0% | $8,261-90.6% | $12,624-93.8% |