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 10-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 | $38,802 | $180,749-78.5% | $160,784-75.9% | $137,256-71.7% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 24.61% | 2234.46%-2209.9pp | 1803.92%-1779.3pp | 220.34%-195.7pp |
| Employer contribution / active EE | $4,449 | $4,155+7.1% | $3,733+19.2% | $4,156+7.1% |
| Participant deferral / active EE | $7,386 | $6,844+7.9% | $6,293+17.4% | $6,407+15.3% |
| Admin fee / account holder | $1,828 | $10,397-82.4% | $9,717-81.2% | $12,270-85.1% |