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 | $62,589 | $197,591-68.3% | $177,821-64.8% | $158,922-60.6% |
| Participation rate | 81.3% | 88.5%-7.3pp | 87.7%-6.5pp | 82.0%-0.7pp |
| Annual return | 35.48% | 58.76%-23.3pp | 48.32%-12.8pp | 302.83%-267.3pp |
| Employer contribution / active EE | $8,329 | $6,697+24.4% | $5,918+40.7% | $4,761+74.9% |
| Participant deferral / active EE | $14,976 | $8,405+78.2% | $7,714+94.1% | $5,982+150.3% |
| Admin fee / account holder | $366 | $15,399-97.6% | $12,427-97.1% | $11,246-96.7% |