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 | $48,026 | $97,757-50.9% | $83,848-42.7% | $135,375-64.5% |
| Participation rate | 73.7% | 80.0%-6.3pp | 76.1%-2.5pp | 82.6%-9.0pp |
| Annual return | 26.22% | 1287.37%-1261.1pp | 850.88%-824.7pp | 519.73%-493.5pp |
| Employer contribution / active EE | $2,556 | $4,222-39.5% | $3,631-29.6% | $4,779-46.5% |
| Participant deferral / active EE | $5,395 | $4,682+15.2% | $4,082+32.2% | $5,609-3.8% |
| Admin fee / account holder | $591 | $6,674-91.1% | $5,478-89.2% | $10,827-94.5% |