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 7-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 | $38,042 | $209,832-81.9% | $189,513-79.9% | $167,490-77.3% |
| Participation rate | 78.9% | 88.7%-9.7pp | 87.8%-8.9pp | 82.1%-3.2pp |
| Annual return | 11.83% | 748.27%-736.4pp | 555.15%-543.3pp | 478.56%-466.7pp |
| Employer contribution / active EE | $3,053 | $6,914-55.8% | $6,162-50.5% | $4,837-36.9% |
| Participant deferral / active EE | $7,868 | $8,935-11.9% | $8,221-4.3% | $6,341+24.1% |
| Admin fee / account holder | $2,572 | $14,293-82.0% | $12,045-78.6% | $12,309-79.1% |