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 8-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 | $64,635 | $180,749-64.2% | $160,784-59.8% | $137,256-52.9% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 19.05% | 2234.46%-2215.4pp | 1803.92%-1784.9pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,497 | $4,155-39.9% | $3,733-33.1% | $4,156-39.9% |
| Participant deferral / active EE | $4,871 | $6,844-28.8% | $6,293-22.6% | $6,407-24.0% |
| Admin fee / account holder | $636 | $10,397-93.9% | $9,717-93.5% | $12,270-94.8% |