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 | $35,985 | $176,056-79.6% | $159,436-77.4% | $167,490-78.5% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 21.00% | 331.75%-310.7pp | 263.57%-242.6pp | 478.56%-457.6pp |
| Employer contribution / active EE | $5,562 | $5,297+5.0% | $4,829+15.2% | $4,837+15.0% |
| Participant deferral / active EE | $9,251 | $7,750+19.4% | $7,352+25.8% | $6,341+45.9% |
| Admin fee / account holder | $1,162 | $12,554-90.7% | $10,799-89.2% | $12,309-90.6% |