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 6-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 | $70,275 | $111,535-37.0% | $105,223-33.2% | $137,256-48.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 12.20% | 237.85%-225.7pp | 180.65%-168.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,036 | $3,939-22.9% | $3,689-17.7% | $4,156-27.0% |
| Participant deferral / active EE | $14,049 | $5,500+155.4% | $5,072+177.0% | $6,407+119.3% |
| Admin fee / account holder | $770 | $9,721-92.1% | $8,859-91.3% | $12,270-93.7% |