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 | $108,919-34.4% | $100,391-28.9% | $145,922-51.1% |
| Participation rate | 86.4% | 82.9%+3.4pp | 81.5%+4.9pp | 80.3%+6.1pp |
| Annual return | 13.66% | 57.88%-44.2pp | 49.20%-35.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $7,054 | $4,419+59.6% | $3,942+79.0% | $4,660+51.4% |
| Participant deferral / active EE | $12,545 | $8,445+48.6% | $8,082+55.2% | $6,688+87.6% |
| Admin fee / account holder | $16,126 | $9,689+66.4% | $7,899+104.1% | $13,397+20.4% |