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 | $77,893 | $209,411-62.8% | $178,490-56.4% | $158,922-51.0% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 20.55% | 188.75%-168.2pp | 151.07%-130.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $6,433 | $5,706+12.7% | $5,011+28.4% | $4,761+35.1% |
| Participant deferral / active EE | $4,008 | $5,954-32.7% | $5,202-22.9% | $5,982-33.0% |
| Admin fee / account holder | $435 | $17,074-97.5% | $13,984-96.9% | $11,246-96.1% |