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 | $52,904 | $175,202-69.8% | $149,673-64.7% | $139,434-62.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 23.02% | 166.71%-143.7pp | 134.42%-111.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,348 | $5,474-57.1% | $4,818-51.3% | $4,751-50.6% |
| Participant deferral / active EE | $6,151 | $6,519-5.6% | $5,680+8.3% | $6,710-8.3% |
| Admin fee / account holder | $1,406 | $16,150-91.3% | $13,210-89.4% | $11,403-87.7% |