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 | $69,322 | $79,449-12.7% | $189,557-63.4% | $85,850-19.3% |
| Participation rate | 86.3% | 66.0%+20.3pp | 78.4%+7.8pp | 69.3%+17.0pp |
| Annual return | 26.70% | 18.45%+8.3pp | 64.17%-37.5pp | 318.53%-291.8pp |
| Employer contribution / active EE | $6,348 | $2,081+205.0% | $4,412+43.9% | $2,565+147.5% |
| Participant deferral / active EE | $11,907 | $4,051+193.9% | $6,174+92.9% | $3,952+201.3% |
| Admin fee / account holder | $4,974 | $5,377-7.5% | $9,807-49.3% | $6,260-20.5% |