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 | $33,986 | $209,411-83.8% | $178,490-81.0% | $158,922-78.6% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 28.44% | 188.75%-160.3pp | 151.07%-122.6pp | 302.83%-274.4pp |
| Employer contribution / active EE | $4,383 | $5,706-23.2% | $5,011-12.5% | $4,761-7.9% |
| Participant deferral / active EE | $6,152 | $5,954+3.3% | $5,202+18.3% | $5,982+2.8% |
| Admin fee / account holder | $717 | $17,074-95.8% | $13,984-94.9% | $11,246-93.6% |