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 | $81,247 | $178,174-54.4% | $156,181-48.0% | $137,256-40.8% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 21.04% | 84.19%-63.1pp | 64.87%-43.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $5,496 | $4,972+10.6% | $4,294+28.0% | $4,156+32.2% |
| Participant deferral / active EE | $13,034 | $6,888+89.2% | $6,132+112.5% | $6,407+103.4% |
| Admin fee / account holder | $10,835 | $17,404-37.7% | $14,586-25.7% | $12,270-11.7% |