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 6-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 | $53,061 | $217,402-75.6% | $185,823-71.4% | $167,490-68.3% |
| Participation rate | 92.9% | 86.0%+6.8pp | 81.7%+11.2pp | 82.1%+10.8pp |
| Annual return | 58.36% | 148.36%-90.0pp | 122.05%-63.7pp | 478.56%-420.2pp |
| Employer contribution / active EE | $1,383 | $5,873-76.5% | $5,167-73.2% | $4,837-71.4% |
| Participant deferral / active EE | $8,205 | $6,356+29.1% | $5,568+47.4% | $6,341+29.4% |
| Admin fee / account holder | $659 | $19,811-96.7% | $16,237-95.9% | $12,309-94.6% |