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 | $33,968 | $158,398-78.6% | $126,539-73.2% | $142,382-76.1% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 17.10% | 593.76%-576.7pp | 425.95%-408.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,408 | $4,650-48.2% | $3,674-34.5% | $4,299-44.0% |
| Participant deferral / active EE | $4,493 | $4,767-5.7% | $4,083+10.1% | $6,507-31.0% |
| Admin fee / account holder | $954 | $6,918-86.2% | $6,065-84.3% | $12,624-92.4% |