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 3-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 | $24,412 | $178,174-86.3% | $156,181-84.4% | $137,256-82.2% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.8%+14.5pp | 80.0%+13.4pp |
| Annual return | 90.42% | 84.19%+6.2pp | 64.87%+25.5pp | 220.34%-129.9pp |
| Employer contribution / active EE | $3,115 | $4,972-37.3% | $4,294-27.5% | $4,156-25.0% |
| Participant deferral / active EE | $7,793 | $6,888+13.1% | $6,132+27.1% | $6,407+21.6% |
| Admin fee / account holder | $435 | $17,404-97.5% | $14,586-97.0% | $12,270-96.5% |