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 | $36,410 | $165,335-78.0% | $149,696-75.7% | $158,922-77.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 23.37% | 348.15%-324.8pp | 276.60%-253.2pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,069 | $5,103-59.5% | $4,644-55.5% | $4,761-56.6% |
| Participant deferral / active EE | $8,093 | $7,181+12.7% | $6,842+18.3% | $5,982+35.3% |
| Admin fee / account holder | $3,377 | $10,807-68.7% | $9,309-63.7% | $11,246-70.0% |