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 | $50,012 | $176,056-71.6% | $159,436-68.6% | $167,490-70.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 28.84% | 331.75%-302.9pp | 263.57%-234.7pp | 478.56%-449.7pp |
| Employer contribution / active EE | $3,663 | $5,297-30.8% | $4,829-24.2% | $4,837-24.3% |
| Participant deferral / active EE | $10,422 | $7,750+34.5% | $7,352+41.8% | $6,341+64.4% |
| Admin fee / account holder | $3,880 | $12,554-69.1% | $10,799-64.1% | $12,309-68.5% |