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 | $88,177 | $70,669+24.8% | $169,368-47.9% | $75,163+17.3% |
| Participation rate | 94.7% | 64.8%+29.9pp | 77.1%+17.6pp | 67.2%+27.5pp |
| Annual return | 20.27% | 36.36%-16.1pp | 405.60%-385.3pp | 160.62%-140.3pp |
| Employer contribution / active EE | $4,763 | $2,211+115.4% | $4,013+18.7% | $2,670+78.4% |
| Participant deferral / active EE | $9,191 | $4,311+113.2% | $6,221+47.7% | $4,125+122.8% |
| Admin fee / account holder | $486 | $5,402-91.0% | $9,003-94.6% | $5,651-91.4% |