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 6-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 | $38,640 | $114,381-66.2% | $107,525-64.1% | $142,382-72.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 27.11% | 242.71%-215.6pp | 181.32%-154.2pp | 217.08%-190.0pp |
| Employer contribution / active EE | $7,374 | $4,015+83.7% | $3,754+96.5% | $4,299+71.5% |
| Participant deferral / active EE | $13,321 | $5,564+139.4% | $5,116+160.4% | $6,507+104.7% |
| Admin fee / account holder | $3,611 | $9,860-63.4% | $8,919-59.5% | $12,624-71.4% |