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 | $50,138 | $103,376-51.5% | $87,100-42.4% | $152,861-67.2% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 12.52% | 28.10%-15.6pp | 28.19%-15.7pp | 345.32%-332.8pp |
| Employer contribution / active EE | $7,999 | $3,220+148.4% | $2,521+217.2% | $4,762+68.0% |
| Participant deferral / active EE | $7,244 | $4,778+51.6% | $4,049+78.9% | $5,850+23.8% |
| Admin fee / account holder | $1,304 | $12,205-89.3% | $7,497-82.6% | $11,596-88.8% |