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 4-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 | $41,069 | $180,749-77.3% | $160,784-74.5% | $137,256-70.1% |
| Participation rate | 72.7% | 80.0%-7.2pp | 77.0%-4.2pp | 80.0%-7.2pp |
| Annual return | 20.95% | 2234.46%-2213.5pp | 1803.92%-1783.0pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,190 | $4,155-71.4% | $3,733-68.1% | $4,156-71.4% |
| Participant deferral / active EE | $6,651 | $6,844-2.8% | $6,293+5.7% | $6,407+3.8% |
| Admin fee / account holder | $1,964 | $10,397-81.1% | $9,717-79.8% | $12,270-84.0% |