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 | $41,969 | $100,852-58.4% | $90,404-53.6% | $158,922-73.6% |
| Participation rate | 77.3% | 75.0%+2.3pp | 72.7%+4.6pp | 82.0%-4.7pp |
| Annual return | 15.50% | 1724.20%-1708.7pp | 1293.02%-1277.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $611 | $3,689-83.4% | $3,262-81.3% | $4,761-87.2% |
| Participant deferral / active EE | $2,919 | $4,348-32.9% | $3,963-26.4% | $5,982-51.2% |
| Admin fee / account holder | $546 | $6,501-91.6% | $5,611-90.3% | $11,246-95.1% |