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 | $104,974-38.4% | $95,585-32.3% | $142,382-54.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 19.68% | 210.33%-190.7pp | 38.56%-18.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,773 | $2,779+71.8% | $2,527+88.9% | $4,299+11.0% |
| Participant deferral / active EE | $9,852 | $4,352+126.4% | $4,023+144.9% | $6,507+51.4% |
| Admin fee / account holder | $311 | $6,386-95.1% | $6,127-94.9% | $12,624-97.5% |