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 | $91,407 | $178,174-48.7% | $156,181-41.5% | $137,256-33.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 30.42% | 84.19%-53.8pp | 64.87%-34.5pp | 220.34%-189.9pp |
| Employer contribution / active EE | $7,536 | $4,972+51.6% | $4,294+75.5% | $4,156+81.3% |
| Participant deferral / active EE | $6,964 | $6,888+1.1% | $6,132+13.6% | $6,407+8.7% |
| Admin fee / account holder | $8,695 | $17,404-50.0% | $14,586-40.4% | $12,270-29.1% |