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 | $61,365 | $54,705+12.2% | $71,209-13.8% | $84,808-27.6% |
| Participation rate | 81.1% | 64.1%+17.0pp | 73.8%+7.3pp | 68.3%+12.8pp |
| Annual return | 19.85% | 35.90%-16.0pp | 282.51%-262.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,075 | $2,158+42.5% | $2,721+13.0% | $2,631+16.9% |
| Participant deferral / active EE | $6,886 | $3,030+127.2% | $4,175+64.9% | $4,212+63.5% |
| Admin fee / account holder | $1,708 | $4,863-64.9% | $5,349-68.1% | $7,344-76.7% |