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 6-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 | $39,713 | $159,602-75.1% | $150,045-73.5% | $142,382-72.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 70.47% | 70.24%+0.2pp | 62.55%+7.9pp | 217.08%-146.6pp |
| Employer contribution / active EE | $3,760 | $4,961-24.2% | $4,693-19.9% | $4,299-12.5% |
| Participant deferral / active EE | $5,544 | $8,310-33.3% | $7,997-30.7% | $6,507-14.8% |
| Admin fee / account holder | $4,051 | $14,846-72.7% | $13,435-69.8% | $12,624-67.9% |