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 3-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 | $44,069 | $210,648-79.1% | $177,989-75.2% | $145,922-69.8% |
| Participation rate | 82.6% | 80.8%+1.8pp | 77.1%+5.5pp | 80.3%+2.3pp |
| Annual return | 14.64% | 385.86%-371.2pp | 294.48%-279.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $4,463 | $4,565-2.2% | $3,949+13.0% | $4,660-4.2% |
| Participant deferral / active EE | $9,387 | $6,958+34.9% | $6,276+49.6% | $6,688+40.4% |
| Admin fee / account holder | $1,355 | $12,013-88.7% | $10,363-86.9% | $13,397-89.9% |