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 | $52,993 | $201,272-73.7% | $184,203-71.2% | $145,922-63.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 72.65% | 29.00%+43.6pp | 28.81%+43.8pp | 561.29%-488.6pp |
| Employer contribution / active EE | $2,638 | $7,022-62.4% | $6,427-59.0% | $4,660-43.4% |
| Participant deferral / active EE | $4,078 | $9,806-58.4% | $9,131-55.3% | $6,688-39.0% |
| Admin fee / account holder | $1,763 | $16,364-89.2% | $13,901-87.3% | $13,397-86.8% |