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 | $71,936 | $107,934-33.4% | $91,989-21.8% | $152,861-52.9% |
| Participation rate | 90.9% | 81.2%+9.7pp | 78.6%+12.3pp | 82.4%+8.5pp |
| Annual return | 23.32% | 89.24%-65.9pp | 69.02%-45.7pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,008 | $4,210-28.6% | $3,452-12.9% | $4,762-36.8% |
| Participant deferral / active EE | $6,910 | $6,364+8.6% | $5,923+16.7% | $5,850+18.1% |
| Admin fee / account holder | $17,645 | $10,520+67.7% | $7,743+127.9% | $11,596+52.2% |