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 | $71,324 | $175,202-59.3% | $149,673-52.3% | $139,434-48.8% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 19.23% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,369 | $5,474-38.5% | $4,818-30.1% | $4,751-29.1% |
| Participant deferral / active EE | $6,565 | $6,519+0.7% | $5,680+15.6% | $6,710-2.2% |
| Admin fee / account holder | $9,187 | $16,150-43.1% | $13,210-30.5% | $11,403-19.4% |