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 8-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 | $49,382 | $159,901-69.1% | $146,958-66.4% | $145,922-66.2% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 18.69% | 98.13%-79.4pp | 418.34%-399.6pp | 561.29%-542.6pp |
| Employer contribution / active EE | $4,640 | $5,286-12.2% | $4,933-5.9% | $4,660-0.4% |
| Participant deferral / active EE | $7,011 | $8,428-16.8% | $8,070-13.1% | $6,688+4.8% |
| Admin fee / account holder | $6,490 | $15,044-56.9% | $12,998-50.1% | $13,397-51.6% |