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 | $150,566 | $68,097+121.1% | $62,929+139.3% | $137,256+9.7% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.0%-8.5pp |
| Annual return | 18.01% | 1859.11%-1841.1pp | 1063.93%-1045.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,995 | $2,811+6.6% | $2,505+19.6% | $4,156-27.9% |
| Participant deferral / active EE | $5,197 | $4,553+14.2% | $3,888+33.7% | $6,407-18.9% |
| Admin fee / account holder | $7,386 | $6,521+13.3% | $5,065+45.8% | $12,270-39.8% |