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 | $59,645 | $88,672-32.7% | $105,223-43.3% | $82,448-27.7% |
| Participation rate | 93.9% | 67.9%+26.0pp | 75.0%+18.8pp | 68.1%+25.8pp |
| Annual return | 24.17% | 30.86%-6.7pp | 180.65%-156.5pp | 41.64%-17.5pp |
| Employer contribution / active EE | $5,175 | $3,048+69.8% | $3,689+40.3% | $2,551+102.9% |
| Participant deferral / active EE | $5,631 | $4,036+39.5% | $5,072+11.0% | $4,139+36.0% |
| Admin fee / account holder | $8,784 | $7,146+22.9% | $8,859-0.8% | $7,234+21.4% |