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 | $149,040-62.8% | $120,225-53.8% | $137,256-59.6% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 17.06% | 605.68%-588.6pp | 439.23%-422.2pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,030 | $4,350-30.4% | $3,475-12.8% | $4,156-27.1% |
| Participant deferral / active EE | $4,519 | $4,655-2.9% | $3,999+13.0% | $6,407-29.5% |
| Admin fee / account holder | $6,982 | $6,348+10.0% | $5,696+22.6% | $12,270-43.1% |