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 | $109,881-19.1% | $150,045-40.8% | $84,808+4.8% |
| Participation rate | 83.8% | 76.1%+7.7pp | 82.3%+1.5pp | 68.3%+15.5pp |
| Annual return | 80.93% | 28.25%+52.7pp | 62.55%+18.4pp | 40.90%+40.0pp |
| Employer contribution / active EE | $3,148 | $3,561-11.6% | $4,693-32.9% | $2,631+19.7% |
| Participant deferral / active EE | $6,742 | $6,636+1.6% | $7,997-15.7% | $4,212+60.1% |
| Admin fee / account holder | $633 | $8,568-92.6% | $13,435-95.3% | $7,344-91.4% |