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 | $129,070 | $100,773+28.1% | $88,946+45.1% | $142,382-9.3% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 18.91% | 70.18%-51.3pp | 57.82%-38.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,299 | $2,918+47.3% | $2,555+68.3% | $4,2990% |
| Participant deferral / active EE | $12,537 | $5,230+139.7% | $4,581+173.6% | $6,507+92.7% |
| Admin fee / account holder | $6,601 | $9,693-31.9% | $8,261-20.1% | $12,624-47.7% |