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 | $84,941 | $54,705+55.3% | $71,209+19.3% | $84,808+0.2% |
| Participation rate | 91.7% | 64.1%+27.6pp | 73.8%+17.9pp | 68.3%+23.4pp |
| Annual return | 20.56% | 35.90%-15.3pp | 282.51%-261.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $7,257 | $2,158+236.3% | $2,721+166.7% | $2,631+175.8% |
| Participant deferral / active EE | $9,202 | $3,030+203.6% | $4,175+120.4% | $4,212+118.5% |
| Admin fee / account holder | $1,718 | $4,863-64.7% | $5,349-67.9% | $7,344-76.6% |