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 5-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 | $37,757 | $158,398-76.2% | $126,539-70.2% | $142,382-73.5% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 16.21% | 593.76%-577.5pp | 425.95%-409.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,037 | $4,650-77.7% | $3,674-71.8% | $4,299-75.9% |
| Participant deferral / active EE | $5,984 | $4,767+25.5% | $4,083+46.6% | $6,507-8.0% |
| Admin fee / account holder | $2,440 | $6,918-64.7% | $6,065-59.8% | $12,624-80.7% |