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 | $33,248 | $165,335-79.9% | $149,696-77.8% | $158,922-79.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 66.33% | 348.15%-281.8pp | 276.60%-210.3pp | 302.83%-236.5pp |
| Employer contribution / active EE | $3,765 | $5,103-26.2% | $4,644-18.9% | $4,761-20.9% |
| Participant deferral / active EE | $8,310 | $7,181+15.7% | $6,842+21.5% | $5,982+38.9% |
| Admin fee / account holder | $773 | $10,807-92.8% | $9,309-91.7% | $11,246-93.1% |