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 | $78,071 | $102,317-23.7% | $146,958-46.9% | $80,856-3.4% |
| Participation rate | 84.1% | 75.8%+8.2pp | 82.2%+1.9pp | 67.6%+16.4pp |
| Annual return | 15.18% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,139 | $3,713-15.5% | $4,933-36.4% | $2,755+14.0% |
| Participant deferral / active EE | $5,817 | $6,644-12.4% | $8,070-27.9% | $4,296+35.4% |
| Admin fee / account holder | $6,787 | $7,941-14.5% | $12,998-47.8% | $6,918-1.9% |