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 | $70,756+112.8% | $65,493+129.9% | $142,382+5.7% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.1%-8.7pp |
| Annual return | 18.01% | 1754.89%-1736.9pp | 982.45%-964.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,995 | $2,881+4.0% | $2,574+16.4% | $4,299-30.3% |
| Participant deferral / active EE | $5,197 | $4,637+12.1% | $3,961+31.2% | $6,507-20.1% |
| Admin fee / account holder | $7,386 | $6,559+12.6% | $5,028+46.9% | $12,624-41.5% |