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 | $84,283 | $109,982-23.4% | $97,226-13.3% | $145,922-42.2% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 12.99% | 242.90%-229.9pp | 75.13%-62.1pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,280 | $3,084+6.4% | $2,729+20.2% | $4,660-29.6% |
| Participant deferral / active EE | $10,341 | $4,676+121.1% | $4,264+142.5% | $6,688+54.6% |
| Admin fee / account holder | $511 | $6,221-91.8% | $5,654-91.0% | $13,397-96.2% |