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 | $118,734 | $169,161-29.8% | $129,295-8.2% | $145,959-18.7% |
| Participation rate | 85.7% | 76.5%+9.3pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 12.27% | 14348.07%-14335.8pp | 9429.28%-9417.0pp | 561.95%-549.7pp |
| Employer contribution / active EE | $1,832 | $5,543-67.0% | $4,157-55.9% | $4,661-60.7% |
| Participant deferral / active EE | $15,259 | $4,989+205.8% | $4,169+266.0% | $6,689+128.1% |
| Admin fee / account holder | $546 | $9,878-94.5% | $7,665-92.9% | $13,398-95.9% |