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 | $46,105 | $165,335-72.1% | $149,696-69.2% | $158,922-71.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 20.00% | 348.15%-328.1pp | 276.60%-256.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $6,372 | $5,103+24.9% | $4,644+37.2% | $4,761+33.8% |
| Participant deferral / active EE | $12,050 | $7,181+67.8% | $6,842+76.1% | $5,982+101.4% |
| Admin fee / account holder | $405 | $10,807-96.2% | $9,309-95.6% | $11,246-96.4% |