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 | $84,359 | $112,096-24.7% | $95,952-12.1% | $158,922-46.9% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 14.09% | 171.09%-157.0pp | 91.61%-77.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,599 | $3,198-18.7% | $2,541+2.3% | $4,761-45.4% |
| Participant deferral / active EE | $8,468 | $4,784+77.0% | $4,167+103.2% | $5,982+41.6% |
| Admin fee / account holder | $1,392 | $10,130-86.3% | $6,795-79.5% | $11,246-87.6% |