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 6-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 | $49,234 | $176,056-72.0% | $159,436-69.1% | $167,490-70.6% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 11.52% | 331.75%-320.2pp | 263.57%-252.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,274 | $5,297-57.1% | $4,829-52.9% | $4,837-53.0% |
| Participant deferral / active EE | $6,189 | $7,750-20.1% | $7,352-15.8% | $6,341-2.4% |
| Admin fee / account holder | $1,196 | $12,554-90.5% | $10,799-88.9% | $12,309-90.3% |