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 | $66,635 | $108,912-38.8% | $100,383-33.6% | $145,959-54.3% |
| Participation rate | 81.3% | 83.0%-1.7pp | 81.5%-0.2pp | 80.3%+1.0pp |
| Annual return | 24.34% | 57.96%-33.6pp | 49.26%-24.9pp | 561.95%-537.6pp |
| Employer contribution / active EE | $7,950 | $4,423+79.8% | $3,944+101.6% | $4,661+70.6% |
| Participant deferral / active EE | $20,849 | $8,451+146.7% | $8,086+157.8% | $6,689+211.7% |
| Admin fee / account holder | $5,170 | $9,690-46.6% | $7,900-34.6% | $13,398-61.4% |