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 | $68,808 | $209,411-67.1% | $178,490-61.5% | $158,922-56.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.41% | 188.75%-170.3pp | 151.07%-132.7pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,803 | $5,706-68.4% | $5,011-64.0% | $4,761-62.1% |
| Participant deferral / active EE | $6,311 | $5,954+6.0% | $5,202+21.3% | $5,982+5.5% |
| Admin fee / account holder | $533 | $17,074-96.9% | $13,984-96.2% | $11,246-95.3% |