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 | $69,340 | $54,705+26.8% | $71,209-2.6% | $84,808-18.2% |
| Participation rate | 98.3% | 64.1%+34.2pp | 73.8%+24.6pp | 68.3%+30.0pp |
| Annual return | 20.30% | 35.90%-15.6pp | 282.51%-262.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $3,837 | $2,158+77.8% | $2,721+41.0% | $2,631+45.8% |
| Participant deferral / active EE | $7,735 | $3,030+155.3% | $4,175+85.3% | $4,212+83.7% |
| Admin fee / account holder | $3,366 | $4,863-30.8% | $5,349-37.1% | $7,344-54.2% |