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 | $209,811 | $148,534+41.3% | $135,903+54.4% | $139,434+50.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 70.52% | 79.19%-8.7pp | 68.23%+2.3pp | 372.94%-302.4pp |
| Employer contribution / active EE | $1,287 | $5,243-75.4% | $4,856-73.5% | $4,751-72.9% |
| Participant deferral / active EE | $3,855 | $8,100-52.4% | $7,758-50.3% | $6,710-42.6% |
| Admin fee / account holder | $3,377 | $12,400-72.8% | $10,762-68.6% | $11,403-70.4% |