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 | $66,262 | $183,592-63.9% | $155,567-57.4% | $145,959-54.6% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 15.19% | 61.24%-46.0pp | 64.74%-49.5pp | 561.95%-546.8pp |
| Employer contribution / active EE | $2,807 | $5,315-47.2% | $4,674-39.9% | $4,661-39.8% |
| Participant deferral / active EE | $7,925 | $6,464+22.6% | $5,628+40.8% | $6,689+18.5% |
| Admin fee / account holder | $2,391 | $19,318-87.6% | $15,916-85.0% | $13,398-82.2% |