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 9-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 | $61,627 | $209,411-70.6% | $178,490-65.5% | $158,922-61.2% |
| Participation rate | 95.8% | 86.3%+9.5pp | 81.9%+13.9pp | 82.0%+13.9pp |
| Annual return | 12.26% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,495 | $5,706-73.8% | $5,011-70.2% | $4,761-68.6% |
| Participant deferral / active EE | $3,641 | $5,954-38.8% | $5,202-30.0% | $5,982-39.1% |
| Admin fee / account holder | $4,695 | $17,074-72.5% | $13,984-66.4% | $11,246-58.3% |