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 | $73,178 | $159,901-54.2% | $146,958-50.2% | $145,922-49.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 23.97% | 98.13%-74.2pp | 418.34%-394.4pp | 561.29%-537.3pp |
| Employer contribution / active EE | $4,655 | $5,286-11.9% | $4,933-5.6% | $4,660-0.1% |
| Participant deferral / active EE | $15,247 | $8,428+80.9% | $8,070+88.9% | $6,688+128.0% |
| Admin fee / account holder | $34,375 | $15,044+128.5% | $12,998+164.5% | $13,397+156.6% |