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 | $47,818 | $202,432-76.4% | $169,368-71.8% | $139,434-65.7% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 31.94% | 531.74%-499.8pp | 405.60%-373.7pp | 372.94%-341.0pp |
| Employer contribution / active EE | $2,230 | $4,692-52.5% | $4,013-44.4% | $4,751-53.1% |
| Participant deferral / active EE | $3,414 | $6,938-50.8% | $6,221-45.1% | $6,710-49.1% |
| Admin fee / account holder | $1,924 | $10,708-82.0% | $9,003-78.6% | $11,403-83.1% |