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 | $60,427 | $88,672-31.9% | $105,223-42.6% | $82,448-26.7% |
| Participation rate | 97.6% | 67.9%+29.6pp | 75.0%+22.5pp | 68.1%+29.5pp |
| Annual return | 14.71% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,434 | $3,048+12.7% | $3,689-6.9% | $2,551+34.6% |
| Participant deferral / active EE | $7,819 | $4,036+93.7% | $5,072+54.2% | $4,139+88.9% |
| Admin fee / account holder | $5,359 | $7,146-25.0% | $8,859-39.5% | $7,234-25.9% |