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 | $58,421 | $176,056-66.8% | $159,436-63.4% | $167,490-65.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.31% | 331.75%-305.4pp | 263.57%-237.3pp | 478.56%-452.2pp |
| Employer contribution / active EE | $3,757 | $5,297-29.1% | $4,829-22.2% | $4,837-22.3% |
| Participant deferral / active EE | $11,534 | $7,750+48.8% | $7,352+56.9% | $6,341+81.9% |
| Admin fee / account holder | $3,654 | $12,554-70.9% | $10,799-66.2% | $12,309-70.3% |