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 | $81,920 | $114,047-28.2% | $96,139-14.8% | $167,490-51.1% |
| Participation rate | 87.5% | 75.1%+12.4pp | 68.4%+19.1pp | 82.1%+5.4pp |
| Annual return | 17.12% | 189.88%-172.8pp | 191.94%-174.8pp | 478.56%-461.4pp |
| Employer contribution / active EE | $5,084 | $3,427+48.3% | $2,797+81.8% | $4,837+5.1% |
| Participant deferral / active EE | $11,664 | $5,194+124.6% | $4,349+168.2% | $6,341+83.9% |
| Admin fee / account holder | $1,371 | $6,897-80.1% | $5,537-75.2% | $12,309-88.9% |