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 | $28,097 | $157,256-82.1% | $141,162-80.1% | $152,861-81.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 24.03% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,321 | $5,261-55.9% | $4,735-51.0% | $4,762-51.3% |
| Participant deferral / active EE | $3,823 | $7,109-46.2% | $6,709-43.0% | $5,850-34.7% |
| Admin fee / account holder | $484 | $12,120-96.0% | $10,261-95.3% | $11,596-95.8% |