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 | $25,053 | $175,202-85.7% | $149,673-83.3% | $139,434-82.0% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 22.20% | 166.71%-144.5pp | 134.42%-112.2pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,963 | $5,474-64.1% | $4,818-59.3% | $4,751-58.7% |
| Participant deferral / active EE | $3,860 | $6,519-40.8% | $5,680-32.0% | $6,710-42.5% |
| Admin fee / account holder | $1,152 | $16,150-92.9% | $13,210-91.3% | $11,403-89.9% |