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 | $79,916 | $148,534-46.2% | $135,903-41.2% | $139,434-42.7% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 30.15% | 79.19%-49.0pp | 68.23%-38.1pp | 372.94%-342.8pp |
| Employer contribution / active EE | $2,915 | $5,243-44.4% | $4,856-40.0% | $4,751-38.6% |
| Participant deferral / active EE | $6,743 | $8,100-16.8% | $7,758-13.1% | $6,710+0.5% |
| Admin fee / account holder | $2,906 | $12,400-76.6% | $10,762-73.0% | $11,403-74.5% |