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 | $105,931 | $98,750+7.3% | $149,696-29.2% | $79,858+32.6% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 20.37% | 27.43%-7.1pp | 276.60%-256.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $2,489 | $3,216-22.6% | $4,644-46.4% | $2,471+0.7% |
| Participant deferral / active EE | $11,677 | $5,680+105.6% | $6,842+70.7% | $3,740+212.2% |
| Admin fee / account holder | $1,355 | $6,053-77.6% | $9,309-85.4% | $5,306-74.5% |