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 | $117,012 | $175,202-33.2% | $149,673-21.8% | $139,434-16.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 18.70% | 166.71%-148.0pp | 134.42%-115.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,085 | $5,474-61.9% | $4,818-56.7% | $4,751-56.1% |
| Participant deferral / active EE | $3,007 | $6,519-53.9% | $5,680-47.1% | $6,710-55.2% |
| Admin fee / account holder | $1,118 | $16,150-93.1% | $13,210-91.5% | $11,403-90.2% |