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 4-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 | $56,022 | $202,432-72.3% | $169,368-66.9% | $139,434-59.8% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.1%+0.6pp | 80.3%-2.5pp |
| Annual return | 250.35% | 531.74%-281.4pp | 405.60%-155.2pp | 372.94%-122.6pp |
| Employer contribution / active EE | $7,001 | $4,692+49.2% | $4,013+74.5% | $4,751+47.4% |
| Participant deferral / active EE | $12,939 | $6,938+86.5% | $6,221+108.0% | $6,710+92.8% |
| Admin fee / account holder | $450 | $10,708-95.8% | $9,003-95.0% | $11,403-96.1% |