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 | $71,421 | $108,912-34.4% | $100,383-28.9% | $145,959-51.1% |
| Participation rate | 86.4% | 83.0%+3.4pp | 81.5%+4.9pp | 80.3%+6.1pp |
| Annual return | 13.66% | 57.96%-44.3pp | 49.26%-35.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $7,054 | $4,423+59.5% | $3,944+78.9% | $4,661+51.3% |
| Participant deferral / active EE | $12,545 | $8,451+48.4% | $8,086+55.1% | $6,689+87.6% |
| Admin fee / account holder | $16,126 | $9,690+66.4% | $7,900+104.1% | $13,398+20.4% |