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 | $23,456 | $159,901-85.3% | $146,958-84.0% | $145,922-83.9% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 10.36% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,964 | $5,286-62.8% | $4,933-60.2% | $4,660-57.9% |
| Participant deferral / active EE | $2,936 | $8,428-65.2% | $8,070-63.6% | $6,688-56.1% |
| Admin fee / account holder | $2,667 | $15,044-82.3% | $12,998-79.5% | $13,397-80.1% |