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 9-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 | $59,941 | $176,056-66.0% | $159,436-62.4% | $167,490-64.2% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 20.16% | 331.75%-311.6pp | 263.57%-243.4pp | 478.56%-458.4pp |
| Employer contribution / active EE | $2,667 | $5,297-49.7% | $4,829-44.8% | $4,837-44.9% |
| Participant deferral / active EE | $6,702 | $7,750-13.5% | $7,352-8.8% | $6,341+5.7% |
| Admin fee / account holder | $1,583 | $12,554-87.4% | $10,799-85.3% | $12,309-87.1% |