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 | $81,425 | $202,432-59.8% | $169,368-51.9% | $139,434-41.6% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 24.66% | 531.74%-507.1pp | 405.60%-380.9pp | 372.94%-348.3pp |
| Employer contribution / active EE | $1,437 | $4,692-69.4% | $4,013-64.2% | $4,751-69.7% |
| Participant deferral / active EE | $14,782 | $6,938+113.1% | $6,221+137.6% | $6,710+120.3% |
| Admin fee / account holder | $1,893 | $10,708-82.3% | $9,003-79.0% | $11,403-83.4% |