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 6-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 | $52,811 | $183,519-71.2% | $155,509-66.0% | $145,922-63.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 17.06% | 61.17%-44.1pp | 64.67%-47.6pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,853 | $5,313-27.5% | $4,672-17.5% | $4,660-17.3% |
| Participant deferral / active EE | $10,442 | $6,462+61.6% | $5,626+85.6% | $6,688+56.1% |
| Admin fee / account holder | $1,658 | $19,313-91.4% | $15,912-89.6% | $13,397-87.6% |