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 3-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 | $33,743 | $111,814-69.8% | $103,374-67.4% | $145,959-76.9% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 56.19% | 24.77%+31.4pp | 24.89%+31.3pp | 561.95%-505.8pp |
| Employer contribution / active EE | $1,873 | $4,214-55.6% | $3,869-51.6% | $4,661-59.8% |
| Participant deferral / active EE | $6,239 | $5,618+11.1% | $5,058+23.4% | $6,689-6.7% |
| Admin fee / account holder | $1,972 | $9,754-79.8% | $8,394-76.5% | $13,398-85.3% |