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 | $31,589 | $132,634-76.2% | $115,768-72.7% | $137,256-77.0% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 16.78% | 160.70%-143.9pp | 100.46%-83.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,384 | $3,360-29.0% | $2,940-18.9% | $4,156-42.6% |
| Participant deferral / active EE | $3,262 | $5,619-41.9% | $4,917-33.7% | $6,407-49.1% |
| Admin fee / account holder | $2,693 | $15,028-82.1% | $12,439-78.4% | $12,270-78.1% |