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 | $20,922 | $176,056-88.1% | $159,436-86.9% | $167,490-87.5% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 11.19% | 331.75%-320.6pp | 263.57%-252.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $3,699 | $5,297-30.2% | $4,829-23.4% | $4,837-23.5% |
| Participant deferral / active EE | $5,222 | $7,750-32.6% | $7,352-29.0% | $6,341-17.6% |
| Admin fee / account holder | $9,854 | $12,554-21.5% | $10,799-8.7% | $12,309-19.9% |