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 5-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 | $58,499 | $137,414-57.4% | $189,513-69.1% | $85,850-31.9% |
| Participation rate | 93.5% | 84.6%+8.9pp | 87.8%+5.7pp | 69.3%+24.2pp |
| Annual return | 14.17% | 38.14%-24.0pp | 555.15%-541.0pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,521 | $4,344-65.0% | $6,162-75.3% | $2,565-40.7% |
| Participant deferral / active EE | $4,497 | $6,260-28.2% | $8,221-45.3% | $3,952+13.8% |
| Admin fee / account holder | $6,195 | $8,630-28.2% | $12,045-48.6% | $6,260-1.0% |