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 6-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 | $63,478 | $167,484-62.1% | $151,611-58.1% | $134,475-52.8% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.5%+7.7pp | 81.2%+14.0pp |
| Annual return | -19.02% | 7.80%-26.8pp | 3.33%-22.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $8,315 | $6,829+21.8% | $6,166+34.9% | $4,740+75.4% |
| Participant deferral / active EE | $16,580 | $8,986+84.5% | $8,363+98.2% | $6,400+159.1% |
| Admin fee / account holder | $1,196 | $13,783-91.3% | $11,616-89.7% | $11,426-89.5% |