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 | $61,360 | $158,398-61.3% | $126,539-51.5% | $142,382-56.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 18.49% | 593.76%-575.3pp | 425.95%-407.5pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,710 | $4,650-41.7% | $3,674-26.2% | $4,299-37.0% |
| Participant deferral / active EE | $6,587 | $4,767+38.2% | $4,083+61.4% | $6,507+1.2% |
| Admin fee / account holder | $5,681 | $6,918-17.9% | $6,065-6.3% | $12,624-55.0% |