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 | $63,785 | $74,888-14.8% | $71,209-10.4% | $142,382-55.2% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.1%+8.1pp |
| Annual return | 29.54% | 345.14%-315.6pp | 282.51%-253.0pp | 217.08%-187.5pp |
| Employer contribution / active EE | $1,895 | $2,854-33.6% | $2,721-30.3% | $4,299-55.9% |
| Participant deferral / active EE | $7,725 | $4,454+73.4% | $4,175+85.0% | $6,507+18.7% |
| Admin fee / account holder | $1,483 | $5,568-73.4% | $5,349-72.3% | $12,624-88.3% |