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 | $71,312 | $214,378-66.7% | $200,582-64.4% | $142,382-49.9% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 17.66% | 46.41%-28.7pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $7,602 | $6,841+11.1% | $6,419+18.4% | $4,299+76.8% |
| Participant deferral / active EE | $15,738 | $9,865+59.5% | $9,331+68.7% | $6,507+141.9% |
| Admin fee / account holder | $1,102 | $17,692-93.8% | $16,305-93.2% | $12,624-91.3% |