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 | $78,899 | $210,648-62.5% | $177,989-55.7% | $145,922-45.9% |
| Participation rate | 87.0% | 80.8%+6.2pp | 77.1%+9.9pp | 80.3%+6.7pp |
| Annual return | 15.89% | 385.86%-370.0pp | 294.48%-278.6pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,636 | $4,565-42.3% | $3,949-33.2% | $4,660-43.4% |
| Participant deferral / active EE | $4,133 | $6,958-40.6% | $6,276-34.1% | $6,688-38.2% |
| Admin fee / account holder | $11,252 | $12,013-6.3% | $10,363+8.6% | $13,397-16.0% |