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 | $38,542 | $210,648-81.7% | $177,989-78.3% | $145,922-73.6% |
| Participation rate | 81.3% | 80.8%+0.5pp | 77.1%+4.2pp | 80.3%+1.0pp |
| Annual return | 8.97% | 385.86%-376.9pp | 294.48%-285.5pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,608 | $4,565-42.9% | $3,949-34.0% | $4,660-44.0% |
| Participant deferral / active EE | $6,272 | $6,958-9.9% | $6,276-0.1% | $6,688-6.2% |
| Admin fee / account holder | $462 | $12,013-96.2% | $10,363-95.5% | $13,397-96.6% |