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 | $118,055 | $104,907+12.5% | $84,611+39.5% | $152,861-22.8% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.4%+5.1pp |
| Annual return | 29.55% | 373.79%-344.2pp | 258.74%-229.2pp | 345.32%-315.8pp |
| Employer contribution / active EE | $539 | $3,302-83.7% | $2,652-79.7% | $4,762-88.7% |
| Participant deferral / active EE | $5,192 | $4,688+10.8% | $3,899+33.2% | $5,850-11.2% |
| Admin fee / account holder | $2,244 | $6,241-64.0% | $4,912-54.3% | $11,596-80.7% |