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 | $37,550 | $183,592-79.5% | $155,567-75.9% | $145,959-74.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.10% | 61.24%-47.1pp | 64.74%-50.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $6,087 | $5,315+14.5% | $4,674+30.2% | $4,661+30.6% |
| Participant deferral / active EE | $9,121 | $6,464+41.1% | $5,628+62.1% | $6,689+36.4% |
| Admin fee / account holder | $2,864 | $19,318-85.2% | $15,916-82.0% | $13,398-78.6% |