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 | $68,440 | $163,101-58.0% | $136,749-50.0% | $142,382-51.9% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 102.83% | 27.54%+75.3pp | 24.33%+78.5pp | 217.08%-114.2pp |
| Employer contribution / active EE | $5,470 | $4,117+32.9% | $3,400+60.9% | $4,299+27.2% |
| Participant deferral / active EE | $5,855 | $5,585+4.8% | $4,692+24.8% | $6,507-10.0% |
| Admin fee / account holder | $3,067 | $14,318-78.6% | $11,386-73.1% | $12,624-75.7% |