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 | $91,848 | $97,125-5.4% | $86,233+6.5% | $137,256-33.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 11.40% | 74.19%-62.8pp | 61.39%-50.0pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,420 | $2,841-50.0% | $2,504-43.3% | $4,156-65.8% |
| Participant deferral / active EE | $4,463 | $5,180-13.8% | $4,559-2.1% | $6,407-30.3% |
| Admin fee / account holder | $1,520 | $9,725-84.4% | $8,342-81.8% | $12,270-87.6% |