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 6-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 | $56,888 | $51,638+10.2% | $68,368-16.8% | $82,448-31.0% |
| Participation rate | 98.2% | 63.6%+34.6pp | 73.8%+24.5pp | 68.1%+30.2pp |
| Annual return | 15.36% | 37.53%-22.2pp | 292.57%-277.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,631 | $2,047+77.4% | $2,649+37.1% | $2,551+42.3% |
| Participant deferral / active EE | $6,564 | $2,914+125.3% | $4,123+59.2% | $4,139+58.6% |
| Admin fee / account holder | $3,152 | $4,643-32.1% | $5,150-38.8% | $7,234-56.4% |