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 | $22,478 | $176,056-87.2% | $159,436-85.9% | $167,490-86.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 16.57% | 331.75%-315.2pp | 263.57%-247.0pp | 478.56%-462.0pp |
| Employer contribution / active EE | $4,846 | $5,297-8.5% | $4,829+0.3% | $4,837+0.2% |
| Participant deferral / active EE | $3,415 | $7,750-55.9% | $7,352-53.6% | $6,341-46.2% |
| Admin fee / account holder | $947 | $12,554-92.5% | $10,799-91.2% | $12,309-92.3% |