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 3-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 | $40,542 | $148,534-72.7% | $135,903-70.2% | $139,434-70.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 41.08% | 79.19%-38.1pp | 68.23%-27.2pp | 372.94%-331.9pp |
| Employer contribution / active EE | $8,513 | $5,243+62.4% | $4,856+75.3% | $4,751+79.2% |
| Participant deferral / active EE | $17,515 | $8,100+116.2% | $7,758+125.8% | $6,710+161.0% |
| Admin fee / account holder | $5,259 | $12,400-57.6% | $10,762-51.1% | $11,403-53.9% |