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 | $73,104 | $157,256-53.5% | $141,162-48.2% | $152,861-52.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 28.47% | 64.32%-35.9pp | 71.39%-42.9pp | 345.32%-316.8pp |
| Employer contribution / active EE | $7,183 | $5,261+36.5% | $4,735+51.7% | $4,762+50.8% |
| Participant deferral / active EE | $16,716 | $7,109+135.1% | $6,709+149.2% | $5,850+185.7% |
| Admin fee / account holder | $1,821 | $12,120-85.0% | $10,261-82.3% | $11,596-84.3% |