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 | $84,420 | $162,781-48.1% | $133,956-37.0% | $158,922-46.9% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 20.13% | 41.94%-21.8pp | 45.09%-25.0pp | 302.83%-282.7pp |
| Employer contribution / active EE | $3,829 | $4,975-23.0% | $3,919-2.3% | $4,761-19.6% |
| Participant deferral / active EE | $8,142 | $5,911+37.7% | $5,048+61.3% | $5,982+36.1% |
| Admin fee / account holder | $507 | $11,736-95.7% | $8,927-94.3% | $11,246-95.5% |