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 | $29,214 | $176,056-83.4% | $159,436-81.7% | $167,490-82.6% |
| Participation rate | 86.4% | 84.9%+1.4pp | 82.8%+3.5pp | 82.1%+4.3pp |
| Annual return | 42.93% | 331.75%-288.8pp | 263.57%-220.6pp | 478.56%-435.6pp |
| Employer contribution / active EE | $2,526 | $5,297-52.3% | $4,829-47.7% | $4,837-47.8% |
| Participant deferral / active EE | $5,698 | $7,750-26.5% | $7,352-22.5% | $6,341-10.1% |
| Admin fee / account holder | $1,273 | $12,554-89.9% | $10,799-88.2% | $12,309-89.7% |