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 | $65,294 | $91,190-28.4% | $178,490-63.4% | $79,858-18.2% |
| Participation rate | 89.4% | 69.2%+20.2pp | 81.9%+7.5pp | 69.6%+19.8pp |
| Annual return | 33.19% | 24.19%+9.0pp | 151.07%-117.9pp | 31.71%+1.5pp |
| Employer contribution / active EE | $5,172 | $3,256+58.9% | $5,011+3.2% | $2,471+109.3% |
| Participant deferral / active EE | $8,251 | $3,236+155.0% | $5,202+58.6% | $3,740+120.6% |
| Admin fee / account holder | $3,389 | $6,751-49.8% | $13,984-75.8% | $5,306-36.1% |