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 | $55,485 | $158,398-65.0% | $126,539-56.2% | $142,382-61.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 17.06% | 593.76%-576.7pp | 425.95%-408.9pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,030 | $4,650-34.8% | $3,674-17.5% | $4,299-29.5% |
| Participant deferral / active EE | $4,519 | $4,767-5.2% | $4,083+10.7% | $6,507-30.6% |
| Admin fee / account holder | $6,982 | $6,918+0.9% | $6,065+15.1% | $12,624-44.7% |