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 | $109,111 | $159,901-31.8% | $146,958-25.8% | $145,922-25.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 16.96% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,745 | $5,286-67.0% | $4,933-64.6% | $4,660-62.6% |
| Participant deferral / active EE | $8,939 | $8,428+6.1% | $8,070+10.8% | $6,688+33.7% |
| Admin fee / account holder | $1,971 | $15,044-86.9% | $12,998-84.8% | $13,397-85.3% |