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 | $50,919 | $175,202-70.9% | $149,673-66.0% | $139,434-63.5% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 25.72% | 166.71%-141.0pp | 134.42%-108.7pp | 372.94%-347.2pp |
| Employer contribution / active EE | $2,168 | $5,474-60.4% | $4,818-55.0% | $4,751-54.4% |
| Participant deferral / active EE | $5,880 | $6,519-9.8% | $5,680+3.5% | $6,710-12.4% |
| Admin fee / account holder | $6,489 | $16,150-59.8% | $13,210-50.9% | $11,403-43.1% |