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 | $68,448 | $226,064-69.7% | $182,532-62.5% | $152,861-55.2% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 17.21% | 192.51%-175.3pp | 148.54%-131.3pp | 345.32%-328.1pp |
| Employer contribution / active EE | $906 | $4,978-81.8% | $4,076-77.8% | $4,762-81.0% |
| Participant deferral / active EE | $1,898 | $6,368-70.2% | $5,524-65.6% | $5,850-67.6% |
| Admin fee / account holder | $1,608 | $10,703-85.0% | $8,592-81.3% | $11,596-86.1% |