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 | $80,565 | $114,381-29.6% | $107,525-25.1% | $142,382-43.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 15.39% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,429 | $4,015-64.4% | $3,754-61.9% | $4,299-66.8% |
| Participant deferral / active EE | $3,267 | $5,564-41.3% | $5,116-36.1% | $6,507-49.8% |
| Admin fee / account holder | $1,207 | $9,860-87.8% | $8,919-86.5% | $12,624-90.4% |