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 6-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 | $43,234 | $217,402-80.1% | $185,823-76.7% | $167,490-74.2% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 10.51% | 148.36%-137.9pp | 122.05%-111.5pp | 478.56%-468.1pp |
| Employer contribution / active EE | $3,352 | $5,873-42.9% | $5,167-35.1% | $4,837-30.7% |
| Participant deferral / active EE | $5,197 | $6,356-18.2% | $5,568-6.7% | $6,341-18.0% |
| Admin fee / account holder | $3,869 | $19,811-80.5% | $16,237-76.2% | $12,309-68.6% |