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 | $49,810 | $176,056-71.7% | $159,436-68.8% | $167,490-70.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.02% | 331.75%-306.7pp | 263.57%-238.5pp | 478.56%-453.5pp |
| Employer contribution / active EE | $2,145 | $5,297-59.5% | $4,829-55.6% | $4,837-55.7% |
| Participant deferral / active EE | $6,656 | $7,750-14.1% | $7,352-9.5% | $6,341+5.0% |
| Admin fee / account holder | $1,700 | $12,554-86.5% | $10,799-84.3% | $12,309-86.2% |