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 | $25,090 | $88,751-71.7% | $81,812-69.3% | $145,922-82.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 13.37% | 1025.40%-1012.0pp | 773.79%-760.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $657 | $3,083-78.7% | $2,912-77.4% | $4,660-85.9% |
| Participant deferral / active EE | $2,708 | $4,643-41.7% | $4,319-37.3% | $6,688-59.5% |
| Admin fee / account holder | $548 | $8,415-93.5% | $7,386-92.6% | $13,397-95.9% |