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 | $103,487 | $95,416+8.5% | $185,823-44.3% | $85,850+20.5% |
| Participation rate | 94.1% | 68.8%+25.4pp | 81.7%+12.4pp | 69.3%+24.8pp |
| Annual return | 17.44% | 23.59%-6.1pp | 122.05%-104.6pp | 318.53%-301.1pp |
| Employer contribution / active EE | $3,923 | $3,314+18.4% | $5,167-24.1% | $2,565+52.9% |
| Participant deferral / active EE | $4,808 | $3,423+40.5% | $5,568-13.6% | $3,952+21.7% |
| Admin fee / account holder | $627 | $7,213-91.3% | $16,237-96.1% | $6,260-90.0% |