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 | $24,564 | $72,071-65.9% | $68,368-64.1% | $137,256-82.1% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.8%+10.5pp | 80.0%+4.3pp |
| Annual return | 37.06% | 353.14%-316.1pp | 292.57%-255.5pp | 220.34%-183.3pp |
| Employer contribution / active EE | $1,893 | $2,788-32.1% | $2,649-28.5% | $4,156-54.5% |
| Participant deferral / active EE | $2,468 | $4,410-44.0% | $4,123-40.1% | $6,407-61.5% |
| Admin fee / account holder | $748 | $5,336-86.0% | $5,150-85.5% | $12,270-93.9% |