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 6-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 | $68,853 | $185,822-62.9% | $169,993-59.5% | $139,434-50.6% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 30.14% | 60.50%-30.4pp | 53.37%-23.2pp | 372.94%-342.8pp |
| Employer contribution / active EE | $3,814 | $7,590-49.7% | $6,785-43.8% | $4,751-19.7% |
| Participant deferral / active EE | $10,542 | $11,622-9.3% | $10,408+1.3% | $6,710+57.1% |
| Admin fee / account holder | $303 | $15,381-98.0% | $12,815-97.6% | $11,403-97.3% |