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 | $247,963 | $99,877+148.3% | $84,966+191.8% | $145,922+69.9% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 13.52% | 83.76%-70.2pp | 66.38%-52.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,786 | $3,231-44.7% | $2,727-34.5% | $4,660-61.7% |
| Participant deferral / active EE | $4,315 | $5,291-18.4% | $4,519-4.5% | $6,688-35.5% |
| Admin fee / account holder | $709 | $7,248-90.2% | $6,149-88.5% | $13,397-94.7% |