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 9-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 | $32,717 | $209,411-84.4% | $178,490-81.7% | $158,922-79.4% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 33.24% | 188.75%-155.5pp | 151.07%-117.8pp | 302.83%-269.6pp |
| Employer contribution / active EE | $2,027 | $5,706-64.5% | $5,011-59.6% | $4,761-57.4% |
| Participant deferral / active EE | $3,093 | $5,954-48.1% | $5,202-40.5% | $5,982-48.3% |
| Admin fee / account holder | $1,441 | $17,074-91.6% | $13,984-89.7% | $11,246-87.2% |