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 | $47,423 | $109,982-56.9% | $97,226-51.2% | $145,922-67.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 23.74% | 242.90%-219.2pp | 75.13%-51.4pp | 561.29%-537.5pp |
| Employer contribution / active EE | $1,265 | $3,084-59.0% | $2,729-53.6% | $4,660-72.8% |
| Participant deferral / active EE | $2,738 | $4,676-41.4% | $4,264-35.8% | $6,688-59.1% |
| Admin fee / account holder | $1,613 | $6,221-74.1% | $5,654-71.5% | $13,397-88.0% |