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 8-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 | $59,174 | $54,705+8.2% | $71,209-16.9% | $84,808-30.2% |
| Participation rate | 87.8% | 64.1%+23.7pp | 73.8%+14.1pp | 68.3%+19.5pp |
| Annual return | 17.94% | 35.90%-18.0pp | 282.51%-264.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,303 | $2,158+53.1% | $2,721+21.4% | $2,631+25.5% |
| Participant deferral / active EE | $7,977 | $3,030+163.2% | $4,175+91.1% | $4,212+89.4% |
| Admin fee / account holder | $2,025 | $4,863-58.4% | $5,349-62.1% | $7,344-72.4% |