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 | $58,469 | $148,534-60.6% | $135,903-57.0% | $139,434-58.1% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 25.85% | 79.19%-53.3pp | 68.23%-42.4pp | 372.94%-347.1pp |
| Employer contribution / active EE | $11,014 | $5,243+110.1% | $4,856+126.8% | $4,751+131.8% |
| Participant deferral / active EE | $26,057 | $8,100+221.7% | $7,758+235.9% | $6,710+288.3% |
| Admin fee / account holder | $5,090 | $12,400-58.9% | $10,762-52.7% | $11,403-55.4% |