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 | $61,227 | $89,753-31.8% | $107,525-43.1% | $84,808-27.8% |
| Participation rate | 97.2% | 68.1%+29.2pp | 75.1%+22.1pp | 68.3%+28.9pp |
| Annual return | 19.62% | 29.48%-9.9pp | 181.32%-161.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,425 | $3,113-22.1% | $3,754-35.4% | $2,631-7.8% |
| Participant deferral / active EE | $6,011 | $4,056+48.2% | $5,116+17.5% | $4,212+42.7% |
| Admin fee / account holder | $3,465 | $7,222-52.0% | $8,919-61.1% | $7,344-52.8% |