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 | $53,497 | $217,402-75.4% | $185,823-71.2% | $167,490-68.1% |
| Participation rate | 91.3% | 86.0%+5.3pp | 81.7%+9.6pp | 82.1%+9.2pp |
| Annual return | 39.80% | 148.36%-108.6pp | 122.05%-82.2pp | 478.56%-438.8pp |
| Employer contribution / active EE | $3,434 | $5,873-41.5% | $5,167-33.5% | $4,837-29.0% |
| Participant deferral / active EE | $8,454 | $6,356+33.0% | $5,568+51.8% | $6,341+33.3% |
| Admin fee / account holder | $482 | $19,811-97.6% | $16,237-97.0% | $12,309-96.1% |