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 | $69,963 | $65,041+7.6% | $90,951-23.1% | $79,858-12.4% |
| Participation rate | 98.6% | 61.6%+37.0pp | 69.0%+29.6pp | 69.6%+28.9pp |
| Annual return | 19.47% | 30.45%-11.0pp | 134.60%-115.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $7,655 | $1,247+513.7% | $2,122+260.7% | $2,471+209.8% |
| Participant deferral / active EE | $5,719 | $2,512+127.7% | $3,373+69.6% | $3,740+52.9% |
| Admin fee / account holder | $323 | $4,536-92.9% | $5,959-94.6% | $5,306-93.9% |