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 | $64,690 | $58,208+11.1% | $81,812-20.9% | $80,856-20.0% |
| Participation rate | 93.8% | 63.4%+30.3pp | 72.3%+21.4pp | 67.6%+26.1pp |
| Annual return | 14.26% | 41.66%-27.4pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $6,360 | $2,340+171.8% | $2,912+118.4% | $2,755+130.9% |
| Participant deferral / active EE | $11,375 | $3,281+246.7% | $4,319+163.4% | $4,296+164.8% |
| Admin fee / account holder | $7,911 | $4,981+58.8% | $7,386+7.1% | $6,918+14.4% |