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 | $67,902 | $105,181-35.4% | $159,436-57.4% | $85,850-20.9% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.8%+13.1pp | 69.3%+26.6pp |
| Annual return | 22.08% | 45.07%-23.0pp | 263.57%-241.5pp | 318.53%-296.5pp |
| Employer contribution / active EE | $3,578 | $3,318+7.8% | $4,829-25.9% | $2,565+39.5% |
| Participant deferral / active EE | $8,282 | $5,945+39.3% | $7,352+12.6% | $3,952+109.6% |
| Admin fee / account holder | $3,408 | $6,933-50.8% | $10,799-68.4% | $6,260-45.6% |