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 5-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 | $53,141 | $202,432-73.7% | $169,368-68.6% | $139,434-61.9% |
| Participation rate | 76.5% | 81.1%-4.6pp | 77.1%-0.7pp | 80.3%-3.8pp |
| Annual return | 14.78% | 531.74%-517.0pp | 405.60%-390.8pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,117 | $4,692-54.9% | $4,013-47.3% | $4,751-55.4% |
| Participant deferral / active EE | $4,446 | $6,938-35.9% | $6,221-28.5% | $6,710-33.7% |
| Admin fee / account holder | $4,250 | $10,708-60.3% | $9,003-52.8% | $11,403-62.7% |