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 8-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 | $72,149 | $133,922-46.1% | $116,228-37.9% | $142,382-49.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 17.66% | 147.76%-130.1pp | 90.06%-72.4pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,266 | $3,446-34.2% | $2,994-24.3% | $4,299-47.3% |
| Participant deferral / active EE | $7,098 | $5,672+25.1% | $4,953+43.3% | $6,507+9.1% |
| Admin fee / account holder | $1,380 | $14,945-90.8% | $11,989-88.5% | $12,624-89.1% |