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 | $46,114 | $202,432-77.2% | $169,368-72.8% | $139,434-66.9% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.1%+14.5pp | 80.3%+11.3pp |
| Annual return | 13.03% | 531.74%-518.7pp | 405.60%-392.6pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,672 | $4,692-43.1% | $4,013-33.4% | $4,751-43.8% |
| Participant deferral / active EE | $5,398 | $6,938-22.2% | $6,221-13.2% | $6,710-19.5% |
| Admin fee / account holder | $5,576 | $10,708-47.9% | $9,003-38.1% | $11,403-51.1% |