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 | $69,029 | $197,591-65.1% | $177,821-61.2% | $158,922-56.6% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 12.07% | 58.76%-46.7pp | 48.32%-36.3pp | 302.83%-290.8pp |
| Employer contribution / active EE | $13,246 | $6,697+97.8% | $5,918+123.8% | $4,761+178.2% |
| Participant deferral / active EE | $9,250 | $8,405+10.1% | $7,714+19.9% | $5,982+54.6% |
| Admin fee / account holder | $5,532 | $15,399-64.1% | $12,427-55.5% | $11,246-50.8% |