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 7-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 | $23,579 | $175,202-86.5% | $149,673-84.2% | $139,434-83.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 20.66% | 166.71%-146.0pp | 134.42%-113.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,276 | $5,474-58.4% | $4,818-52.8% | $4,751-52.1% |
| Participant deferral / active EE | $5,094 | $6,519-21.9% | $5,680-10.3% | $6,710-24.1% |
| Admin fee / account holder | $980 | $16,150-93.9% | $13,210-92.6% | $11,403-91.4% |