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 | $80,871 | $87,733-7.8% | $106,548-24.1% | $85,850-5.8% |
| Participation rate | 95.7% | 71.9%+23.7pp | 76.1%+19.5pp | 69.3%+26.3pp |
| Annual return | 32.25% | 21.86%+10.4pp | 26.80%+5.4pp | 318.53%-286.3pp |
| Employer contribution / active EE | $2,759 | $2,073+33.1% | $2,819-2.1% | $2,565+7.6% |
| Participant deferral / active EE | $5,471 | $3,469+57.7% | $4,398+24.4% | $3,952+38.4% |
| Admin fee / account holder | $1,060 | $6,767-84.3% | $7,407-85.7% | $6,260-83.1% |