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 | $30,965 | $148,534-79.2% | $135,903-77.2% | $139,434-77.8% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 32.62% | 79.19%-46.6pp | 68.23%-35.6pp | 372.94%-340.3pp |
| Employer contribution / active EE | $6,550 | $5,243+24.9% | $4,856+34.9% | $4,751+37.9% |
| Participant deferral / active EE | $11,412 | $8,100+40.9% | $7,758+47.1% | $6,710+70.1% |
| Admin fee / account holder | $1,540 | $12,400-87.6% | $10,762-85.7% | $11,403-86.5% |