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 | $130,582 | $108,919+19.9% | $100,391+30.1% | $145,922-10.5% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 14.06% | 57.88%-43.8pp | 49.20%-35.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,796 | $4,419-59.4% | $3,942-54.4% | $4,660-61.5% |
| Participant deferral / active EE | $7,378 | $8,445-12.6% | $8,082-8.7% | $6,688+10.3% |
| Admin fee / account holder | $2,056 | $9,689-78.8% | $7,899-74.0% | $13,397-84.7% |