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 | $85,996 | $183,519-53.1% | $155,509-44.7% | $145,922-41.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 19.12% | 61.17%-42.0pp | 64.67%-45.5pp | 561.29%-542.2pp |
| Employer contribution / active EE | $6,098 | $5,313+14.8% | $4,672+30.5% | $4,660+30.9% |
| Participant deferral / active EE | $3,442 | $6,462-46.7% | $5,626-38.8% | $6,688-48.5% |
| Admin fee / account holder | $922 | $19,313-95.2% | $15,912-94.2% | $13,397-93.1% |