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 | $41,460 | $175,202-76.3% | $149,673-72.3% | $139,434-70.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 26.40% | 166.71%-140.3pp | 134.42%-108.0pp | 372.94%-346.5pp |
| Employer contribution / active EE | $5,811 | $5,474+6.1% | $4,818+20.6% | $4,751+22.3% |
| Participant deferral / active EE | $5,361 | $6,519-17.8% | $5,680-5.6% | $6,710-20.1% |
| Admin fee / account holder | $700 | $16,150-95.7% | $13,210-94.7% | $11,403-93.9% |