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 | $77,393 | $175,202-55.8% | $149,673-48.3% | $139,434-44.5% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 21.76% | 166.71%-145.0pp | 134.42%-112.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,146 | $5,474-79.1% | $4,818-76.2% | $4,751-75.9% |
| Participant deferral / active EE | $5,406 | $6,519-17.1% | $5,680-4.8% | $6,710-19.4% |
| Admin fee / account holder | $1,094 | $16,150-93.2% | $13,210-91.7% | $11,403-90.4% |