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 | $216,468 | $179,726+20.4% | $156,263+38.5% | $142,382+52.0% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 21.36% | 77.86%-56.5pp | 59.47%-38.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,380 | $5,069-53.1% | $4,333-45.1% | $4,299-44.6% |
| Participant deferral / active EE | $8,500 | $6,956+22.2% | $6,158+38.0% | $6,507+30.6% |
| Admin fee / account holder | $25,759 | $17,272+49.1% | $14,255+80.7% | $12,624+104.1% |