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 | $57,263 | $133,922-57.2% | $116,228-50.7% | $142,382-59.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 17.05% | 147.76%-130.7pp | 90.06%-73.0pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,449 | $3,446-28.9% | $2,994-18.2% | $4,299-43.0% |
| Participant deferral / active EE | $4,417 | $5,672-22.1% | $4,953-10.8% | $6,507-32.1% |
| Admin fee / account holder | $2,550 | $14,945-82.9% | $11,989-78.7% | $12,624-79.8% |