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 7-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 | $69,102 | $98,750-30.0% | $149,696-53.8% | $79,858-13.5% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 36.29% | 27.43%+8.9pp | 276.60%-240.3pp | 31.71%+4.6pp |
| Employer contribution / active EE | $7,748 | $3,216+140.9% | $4,644+66.8% | $2,471+213.6% |
| Participant deferral / active EE | $11,694 | $5,680+105.9% | $6,842+70.9% | $3,740+212.7% |
| Admin fee / account holder | $2,405 | $6,053-60.3% | $9,309-74.2% | $5,306-54.7% |