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 | $12,577 | $102,966-87.8% | $90,281-86.1% | $152,861-91.8% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | 32.44% | 95.16%-62.7pp | 78.10%-45.7pp | 345.32%-312.9pp |
| Employer contribution / active EE | $4,168 | $3,139+32.8% | $2,854+46.0% | $4,762-12.5% |
| Participant deferral / active EE | $5,050 | $4,281+18.0% | $3,885+30.0% | $5,850-13.7% |
| Admin fee / account holder | $2,888 | $6,171-53.2% | $5,351-46.0% | $11,596-75.1% |