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 | $39,812 | $175,202-77.3% | $149,673-73.4% | $139,434-71.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.11% | 166.71%-146.6pp | 134.42%-114.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,814 | $5,474-48.6% | $4,818-41.6% | $4,751-40.8% |
| Participant deferral / active EE | $4,823 | $6,519-26.0% | $5,680-15.1% | $6,710-28.1% |
| Admin fee / account holder | $678 | $16,150-95.8% | $13,210-94.9% | $11,403-94.1% |