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 | $68,292 | $89,355-23.6% | $141,162-51.6% | $72,985-6.4% |
| Participation rate | 85.9% | 75.1%+10.8pp | 82.5%+3.5pp | 69.5%+16.5pp |
| Annual return | 141.67% | 111.85%+29.8pp | 71.39%+70.3pp | 81.00%+60.7pp |
| Employer contribution / active EE | $2,582 | $3,114-17.1% | $4,735-45.5% | $2,440+5.8% |
| Participant deferral / active EE | $8,575 | $5,418+58.3% | $6,709+27.8% | $3,607+137.7% |
| Admin fee / account holder | $2,369 | $5,958-60.2% | $10,261-76.9% | $5,124-53.8% |