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 9-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 | $65,473 | $102,966-36.4% | $90,281-27.5% | $152,861-57.2% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | 23.06% | 95.16%-72.1pp | 78.10%-55.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $7,279 | $3,139+131.9% | $2,854+155.0% | $4,762+52.9% |
| Participant deferral / active EE | $5,436 | $4,281+27.0% | $3,885+39.9% | $5,850-7.1% |
| Admin fee / account holder | $4,394 | $6,171-28.8% | $5,351-17.9% | $11,596-62.1% |