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 | $159,419 | $157,256+1.4% | $141,162+12.9% | $152,861+4.3% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 19.67% | 64.32%-44.7pp | 71.39%-51.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $6,767 | $5,261+28.6% | $4,735+42.9% | $4,762+42.1% |
| Participant deferral / active EE | $7,400 | $7,109+4.1% | $6,709+10.3% | $5,850+26.5% |
| Admin fee / account holder | $4,655 | $12,120-61.6% | $10,261-54.6% | $11,596-59.9% |