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 | $69,436 | $217,402-68.1% | $185,823-62.6% | $167,490-58.5% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 23.21% | 148.36%-125.1pp | 122.05%-98.8pp | 478.56%-455.3pp |
| Employer contribution / active EE | $3,055 | $5,873-48.0% | $5,167-40.9% | $4,837-36.8% |
| Participant deferral / active EE | $8,336 | $6,356+31.1% | $5,568+49.7% | $6,341+31.5% |
| Admin fee / account holder | $834 | $19,811-95.8% | $16,237-94.9% | $12,309-93.2% |