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 | $115,335 | $107,934+6.9% | $91,989+25.4% | $152,861-24.5% |
| Participation rate | 76.9% | 81.2%-4.3pp | 78.6%-1.7pp | 82.4%-5.5pp |
| Annual return | 24.06% | 89.24%-65.2pp | 69.02%-45.0pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,722 | $4,210-59.1% | $3,452-50.1% | $4,762-63.8% |
| Participant deferral / active EE | $3,847 | $6,364-39.5% | $5,923-35.0% | $5,850-34.2% |
| Admin fee / account holder | $1,659 | $10,520-84.2% | $7,743-78.6% | $11,596-85.7% |