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 | $59,407 | $65,409-9.2% | $98,442-39.7% | $85,850-30.8% |
| Participation rate | 87.2% | 65.0%+22.2pp | 73.3%+13.8pp | 69.3%+17.9pp |
| Annual return | 13.16% | 21.76%-8.6pp | 1492.73%-1479.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $6,083 | $2,168+180.6% | $2,960+105.5% | $2,565+137.1% |
| Participant deferral / active EE | $11,756 | $3,166+271.3% | $4,276+174.9% | $3,952+197.5% |
| Admin fee / account holder | $2,145 | $4,593-53.3% | $5,949-64.0% | $6,260-65.7% |