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 5-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 | $42,736 | $175,202-75.6% | $149,673-71.4% | $139,434-69.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 25.88% | 166.71%-140.8pp | 134.42%-108.5pp | 372.94%-347.1pp |
| Employer contribution / active EE | $2,777 | $5,474-49.3% | $4,818-42.4% | $4,751-41.5% |
| Participant deferral / active EE | $6,910 | $6,519+6.0% | $5,680+21.7% | $6,710+3.0% |
| Admin fee / account holder | $881 | $16,150-94.5% | $13,210-93.3% | $11,403-92.3% |