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 8-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 | $91,561 | $227,553-59.8% | $189,557-51.7% | $167,490-45.3% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.4%+13.2pp | 82.1%+9.6pp |
| Annual return | 18.17% | 78.40%-60.2pp | 64.17%-46.0pp | 478.56%-460.4pp |
| Employer contribution / active EE | $7,495 | $5,316+41.0% | $4,412+69.9% | $4,837+54.9% |
| Participant deferral / active EE | $10,464 | $7,002+49.4% | $6,174+69.5% | $6,341+65.0% |
| Admin fee / account holder | $24,812 | $11,878+108.9% | $9,807+153.0% | $12,309+101.6% |