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 | $76,975 | $115,882-33.6% | $100,516-23.4% | $158,922-51.6% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.4%+13.5pp | 82.0%+10.9pp |
| Annual return | 14.65% | 34.79%-20.1pp | 30.89%-16.2pp | 302.83%-288.2pp |
| Employer contribution / active EE | $10,675 | $4,103+160.2% | $3,418+212.4% | $4,761+124.2% |
| Participant deferral / active EE | $16,064 | $6,674+140.7% | $6,270+156.2% | $5,982+168.5% |
| Admin fee / account holder | $25,341 | $10,995+130.5% | $8,081+213.6% | $11,246+125.3% |