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 | $44,852 | $89,355-49.8% | $141,162-68.2% | $72,985-38.5% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.8pp | 69.5%+27.7pp |
| Annual return | 20.70% | 111.85%-91.2pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $5,815 | $3,114+86.7% | $4,735+22.8% | $2,440+138.4% |
| Participant deferral / active EE | $6,371 | $5,418+17.6% | $6,709-5.0% | $3,607+76.6% |
| Admin fee / account holder | $9,278 | $5,958+55.7% | $10,261-9.6% | $5,124+81.1% |