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 | $62,970 | $179,726-65.0% | $156,263-59.7% | $142,382-55.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 56.08% | 77.86%-21.8pp | 59.47%-3.4pp | 217.08%-161.0pp |
| Employer contribution / active EE | $7,265 | $5,069+43.3% | $4,333+67.7% | $4,299+69.0% |
| Participant deferral / active EE | $12,051 | $6,956+73.2% | $6,158+95.7% | $6,507+85.2% |
| Admin fee / account holder | $1,892 | $17,272-89.0% | $14,255-86.7% | $12,624-85.0% |