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 8-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 | $60,856 | $105,181-42.1% | $159,436-61.8% | $85,850-29.1% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.8%-7.0pp | 69.3%+6.5pp |
| Annual return | 15.22% | 45.07%-29.9pp | 263.57%-248.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $4,263 | $3,318+28.5% | $4,829-11.7% | $2,565+66.2% |
| Participant deferral / active EE | $7,325 | $5,945+23.2% | $7,352-0.4% | $3,952+85.4% |
| Admin fee / account holder | $4,821 | $6,933-30.5% | $10,799-55.4% | $6,260-23.0% |