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 | $159,934-69.1% | $147,005-66.4% | $145,959-66.2% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 18.69% | 98.24%-79.6pp | 418.76%-400.1pp | 561.95%-543.3pp |
| Employer contribution / active EE | $4,640 | $5,287-12.2% | $4,934-6.0% | $4,661-0.4% |
| Participant deferral / active EE | $7,011 | $8,427-16.8% | $8,070-13.1% | $6,689+4.8% |
| Admin fee / account holder | $6,490 | $15,053-56.9% | $13,006-50.1% | $13,398-51.6% |