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 | $95,342 | $61,774+54.3% | $97,226-1.9% | $80,856+17.9% |
| Participation rate | 75.6% | 63.5%+12.1pp | 72.7%+2.9pp | 67.6%+8.0pp |
| Annual return | 15.25% | -557.90%+573.2pp | 75.13%-59.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $3,546 | $1,837+93.1% | $2,729+30.0% | $2,755+28.7% |
| Participant deferral / active EE | $7,504 | $3,029+147.7% | $4,264+76.0% | $4,296+74.7% |
| Admin fee / account holder | $4,697 | $5,166-9.1% | $5,654-16.9% | $6,918-32.1% |