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 8-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 | $71,285 | $78,422-9.1% | $95,952-25.7% | $79,858-10.7% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.4pp | 69.6%+26.8pp |
| Annual return | 14.27% | 19.37%-5.1pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $6,967 | $1,945+258.2% | $2,541+174.2% | $2,471+182.0% |
| Participant deferral / active EE | $5,288 | $3,440+53.7% | $4,167+26.9% | $3,740+41.4% |
| Admin fee / account holder | $7,464 | $5,622+32.8% | $6,795+9.8% | $5,306+40.7% |