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 5-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 | $18,482 | $210,648-91.2% | $177,989-89.6% | $145,922-87.3% |
| Participation rate | 81.0% | 80.8%+0.2pp | 77.1%+3.9pp | 80.3%+0.7pp |
| Annual return | 11.17% | 385.86%-374.7pp | 294.48%-283.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,582 | $4,565-43.4% | $3,949-34.6% | $4,660-44.6% |
| Participant deferral / active EE | $1,840 | $6,958-73.6% | $6,276-70.7% | $6,688-72.5% |
| Admin fee / account holder | $1,030 | $12,013-91.4% | $10,363-90.1% | $13,397-92.3% |