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 6-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 | $67,182 | $183,592-63.4% | $155,567-56.8% | $145,959-54.0% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 13.04% | 61.24%-48.2pp | 64.74%-51.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $7,234 | $5,315+36.1% | $4,674+54.8% | $4,661+55.2% |
| Participant deferral / active EE | $5,829 | $6,464-9.8% | $5,628+3.6% | $6,689-12.9% |
| Admin fee / account holder | $3,578 | $19,318-81.5% | $15,916-77.5% | $13,398-73.3% |