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 6-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 | $44,678 | $175,202-74.5% | $149,673-70.1% | $139,434-68.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 35.01% | 166.71%-131.7pp | 134.42%-99.4pp | 372.94%-337.9pp |
| Employer contribution / active EE | $2,985 | $5,474-45.5% | $4,818-38.1% | $4,751-37.2% |
| Participant deferral / active EE | $15,712 | $6,519+141.0% | $5,680+176.6% | $6,710+134.2% |
| Admin fee / account holder | $11,884 | $16,150-26.4% | $13,210-10.0% | $11,403+4.2% |