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 | $43,005 | $159,901-73.1% | $146,958-70.7% | $145,922-70.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 17.01% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $3,352 | $5,286-36.6% | $4,933-32.0% | $4,660-28.1% |
| Participant deferral / active EE | $7,340 | $8,428-12.9% | $8,070-9.0% | $6,688+9.8% |
| Admin fee / account holder | $854 | $15,044-94.3% | $12,998-93.4% | $13,397-93.6% |