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 6-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 | $70,147 | $178,174-60.6% | $156,181-55.1% | $137,256-48.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 21.02% | 84.19%-63.2pp | 64.87%-43.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,082 | $4,972-58.1% | $4,294-51.5% | $4,156-49.9% |
| Participant deferral / active EE | $14,099 | $6,888+104.7% | $6,132+129.9% | $6,407+120.1% |
| Admin fee / account holder | $1,295 | $17,404-92.6% | $14,586-91.1% | $12,270-89.4% |