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 | $75,340 | $111,724-32.6% | $93,606-19.5% | $145,922-48.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 17.50% | 202.98%-185.5pp | 133.20%-115.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,329 | $3,090-57.0% | $2,420-45.1% | $4,660-71.5% |
| Participant deferral / active EE | $5,392 | $4,912+9.8% | $4,411+22.2% | $6,688-19.4% |
| Admin fee / account holder | $4,156 | $10,250-59.5% | $8,285-49.8% | $13,397-69.0% |