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 | $51,408 | $159,602-67.8% | $150,045-65.7% | $142,382-63.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 80.87% | 70.24%+10.6pp | 62.55%+18.3pp | 217.08%-136.2pp |
| Employer contribution / active EE | $2,705 | $4,961-45.5% | $4,693-42.4% | $4,299-37.1% |
| Participant deferral / active EE | $7,991 | $8,310-3.8% | $7,997-0.1% | $6,507+22.8% |
| Admin fee / account holder | $1,742 | $14,846-88.3% | $13,435-87.0% | $12,624-86.2% |