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 6-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 | $88,892 | $106,749-16.7% | $145,433-38.9% | $82,448+7.8% |
| Participation rate | 83.8% | 75.6%+8.1pp | 82.1%+1.7pp | 68.1%+15.7pp |
| Annual return | 80.93% | 27.59%+53.3pp | 66.58%+14.4pp | 41.64%+39.3pp |
| Employer contribution / active EE | $3,148 | $3,444-8.6% | $4,554-30.9% | $2,551+23.4% |
| Participant deferral / active EE | $6,742 | $6,519+3.4% | $7,897-14.6% | $4,139+62.9% |
| Admin fee / account holder | $633 | $8,390-92.5% | $13,129-95.2% | $7,234-91.2% |