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 | $54,349 | $108,919-50.1% | $100,391-45.9% | $145,922-62.8% |
| Participation rate | 88.2% | 82.9%+5.3pp | 81.5%+6.8pp | 80.3%+8.0pp |
| Annual return | 13.24% | 57.88%-44.6pp | 49.20%-36.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $743 | $4,419-83.2% | $3,942-81.2% | $4,660-84.1% |
| Participant deferral / active EE | $5,332 | $8,445-36.9% | $8,082-34.0% | $6,688-20.3% |
| Admin fee / account holder | $2,340 | $9,689-75.8% | $7,899-70.4% | $13,397-82.5% |