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 | $42,631 | $148,534-71.3% | $135,903-68.6% | $139,434-69.4% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 19.77% | 79.19%-59.4pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $4,507 | $5,243-14.0% | $4,856-7.2% | $4,751-5.1% |
| Participant deferral / active EE | $5,316 | $8,100-34.4% | $7,758-31.5% | $6,710-20.8% |
| Admin fee / account holder | $3,144 | $12,400-74.6% | $10,762-70.8% | $11,403-72.4% |