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 | $63,860 | $24,730+158.2% | $66,042-3.3% | $84,808-24.7% |
| Participation rate | 73.8% | 68.1%+5.8pp | 67.5%+6.3pp | 68.3%+5.5pp |
| Annual return | 17.53% | 79.55%-62.0pp | 52.11%-34.6pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,123 | $857+147.9% | $1,579+34.5% | $2,631-19.3% |
| Participant deferral / active EE | $4,758 | $1,737+173.9% | $2,835+67.8% | $4,212+13.0% |
| Admin fee / account holder | $3,728 | $3,014+23.7% | $5,747-35.1% | $7,344-49.2% |