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 | $76,674 | $56,053+36.8% | $75,972+0.9% | $80,856-5.2% |
| Participation rate | 81.8% | 62.0%+19.8pp | 69.1%+12.8pp | 67.6%+14.2pp |
| Annual return | 17.26% | 20.53%-3.3pp | 359.55%-342.3pp | 35.59%-18.3pp |
| Employer contribution / active EE | $3,672 | $1,874+95.9% | $2,685+36.8% | $2,755+33.3% |
| Participant deferral / active EE | $5,929 | $3,052+94.3% | $4,255+39.3% | $4,296+38.0% |
| Admin fee / account holder | $2,685 | $5,234-48.7% | $6,467-58.5% | $6,918-61.2% |