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 | $86,155 | $76,407+12.8% | $150,298-42.7% | $82,448+4.5% |
| Participation rate | 78.8% | 66.4%+12.4pp | 77.8%+1.0pp | 68.1%+10.7pp |
| Annual return | 93.77% | 39.99%+53.8pp | 62.79%+31.0pp | 41.64%+52.1pp |
| Employer contribution / active EE | $2,774 | $2,614+6.1% | $4,154-33.2% | $2,551+8.7% |
| Participant deferral / active EE | $6,402 | $3,214+99.2% | $5,453+17.4% | $4,139+54.7% |
| Admin fee / account holder | $3,610 | $6,352-43.2% | $14,116-74.4% | $7,234-50.1% |