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 | $22,278 | $176,056-87.3% | $159,436-86.0% | $167,490-86.7% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 48.84% | 331.75%-282.9pp | 263.57%-214.7pp | 478.56%-429.7pp |
| Employer contribution / active EE | $4,092 | $5,297-22.8% | $4,829-15.3% | $4,837-15.4% |
| Participant deferral / active EE | $11,440 | $7,750+47.6% | $7,352+55.6% | $6,341+80.4% |
| Admin fee / account holder | $1,139 | $12,554-90.9% | $10,799-89.5% | $12,309-90.7% |