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 | $70,321 | $176,056-60.1% | $159,436-55.9% | $167,490-58.0% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 21.72% | 331.75%-310.0pp | 263.57%-241.8pp | 478.56%-456.8pp |
| Employer contribution / active EE | $3,039 | $5,297-42.6% | $4,829-37.1% | $4,837-37.2% |
| Participant deferral / active EE | $11,884 | $7,750+53.3% | $7,352+61.6% | $6,341+87.4% |
| Admin fee / account holder | $1,440 | $12,554-88.5% | $10,799-86.7% | $12,309-88.3% |