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 | $64,671 | $101,618-36.4% | $93,063-30.5% | $137,256-52.9% |
| Participation rate | 90.0% | 74.9%+15.1pp | 72.1%+17.9pp | 80.0%+10.0pp |
| Annual return | 19.68% | 223.95%-204.3pp | 34.15%-14.5pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,773 | $2,707+76.3% | $2,476+92.8% | $4,156+14.8% |
| Participant deferral / active EE | $9,852 | $4,279+130.2% | $3,958+148.9% | $6,407+53.8% |
| Admin fee / account holder | $311 | $6,198-95.0% | $6,033-94.8% | $12,270-97.5% |