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 | $71,672 | $102,616-30.2% | $81,983-12.6% | $158,922-54.9% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.2%+20.8pp | 82.0%+8.0pp |
| Annual return | 7.63% | 61.04%-53.4pp | 41.31%-33.7pp | 302.83%-295.2pp |
| Employer contribution / active EE | $2,501 | $3,240-22.8% | $2,498+0.1% | $4,761-47.5% |
| Participant deferral / active EE | $5,284 | $4,648+13.7% | $3,722+42.0% | $5,982-11.7% |
| Admin fee / account holder | $1,017 | $8,235-87.7% | $5,664-82.0% | $11,246-91.0% |