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 | $107,696 | $157,256-31.5% | $141,162-23.7% | $152,861-29.5% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 18.38% | 64.32%-45.9pp | 71.39%-53.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,231 | $5,261-57.6% | $4,735-52.9% | $4,762-53.2% |
| Participant deferral / active EE | $6,666 | $7,109-6.2% | $6,709-0.6% | $5,850+13.9% |
| Admin fee / account holder | $980 | $12,120-91.9% | $10,261-90.4% | $11,596-91.5% |