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 | $69,847 | $96,128-27.3% | $136,007-48.6% | $80,856-13.6% |
| Participation rate | 95.3% | 71.2%+24.1pp | 76.5%+18.9pp | 67.6%+27.7pp |
| Annual return | 14.15% | 28.71%-14.6pp | 579.32%-565.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $11,577 | $3,351+245.4% | $4,217+174.6% | $2,755+320.2% |
| Participant deferral / active EE | $15,212 | $5,709+166.5% | $7,025+116.5% | $4,296+254.1% |
| Admin fee / account holder | $5,043 | $8,236-38.8% | $6,858-26.5% | $6,918-27.1% |