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 | $38,146 | $209,411-81.8% | $178,490-78.6% | $158,922-76.0% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 26.38% | 188.75%-162.4pp | 151.07%-124.7pp | 302.83%-276.5pp |
| Employer contribution / active EE | $3,955 | $5,706-30.7% | $5,011-21.1% | $4,761-16.9% |
| Participant deferral / active EE | $11,459 | $5,954+92.5% | $5,202+120.3% | $5,982+91.6% |
| Admin fee / account holder | $434 | $17,074-97.5% | $13,984-96.9% | $11,246-96.1% |