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 | $57,712 | $185,822-68.9% | $169,993-66.1% | $139,434-58.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.80% | 60.50%-32.7pp | 53.37%-25.6pp | 372.94%-345.1pp |
| Employer contribution / active EE | $2,121 | $7,590-72.1% | $6,785-68.7% | $4,751-55.4% |
| Participant deferral / active EE | $4,586 | $11,622-60.5% | $10,408-55.9% | $6,710-31.7% |
| Admin fee / account holder | $1,380 | $15,381-91.0% | $12,815-89.2% | $11,403-87.9% |