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 | $47,535 | $165,335-71.2% | $149,696-68.2% | $158,922-70.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 21.71% | 348.15%-326.4pp | 276.60%-254.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $3,214 | $5,103-37.0% | $4,644-30.8% | $4,761-32.5% |
| Participant deferral / active EE | $7,324 | $7,181+2.0% | $6,842+7.1% | $5,982+22.4% |
| Admin fee / account holder | $2,934 | $10,807-72.8% | $9,309-68.5% | $11,246-73.9% |