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 | $82,909 | $183,519-54.8% | $155,509-46.7% | $145,922-43.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 25.47% | 61.17%-35.7pp | 64.67%-39.2pp | 561.29%-535.8pp |
| Employer contribution / active EE | $3,657 | $5,313-31.2% | $4,672-21.7% | $4,660-21.5% |
| Participant deferral / active EE | $9,081 | $6,462+40.5% | $5,626+61.4% | $6,688+35.8% |
| Admin fee / account holder | $721 | $19,313-96.3% | $15,912-95.5% | $13,397-94.6% |