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 | $34,729 | $183,592-81.1% | $155,567-77.7% | $145,959-76.2% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 18.50% | 61.24%-42.7pp | 64.74%-46.2pp | 561.95%-543.5pp |
| Employer contribution / active EE | $1,356 | $5,315-74.5% | $4,674-71.0% | $4,661-70.9% |
| Participant deferral / active EE | $4,267 | $6,464-34.0% | $5,628-24.2% | $6,689-36.2% |
| Admin fee / account holder | $1,912 | $19,318-90.1% | $15,916-88.0% | $13,398-85.7% |