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 | $37,800 | $209,411-81.9% | $178,490-78.8% | $158,922-76.2% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 14.94% | 188.75%-173.8pp | 151.07%-136.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $5,333 | $5,706-6.5% | $5,011+6.4% | $4,761+12.0% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $307 | $17,074-98.2% | $13,984-97.8% | $11,246-97.3% |