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 | $41,985 | $148,534-71.7% | $135,903-69.1% | $139,434-69.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 14.48% | 79.19%-64.7pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,714 | $5,243-48.2% | $4,856-44.1% | $4,751-42.9% |
| Participant deferral / active EE | $3,467 | $8,100-57.2% | $7,758-55.3% | $6,710-48.3% |
| Admin fee / account holder | $433 | $12,400-96.5% | $10,762-96.0% | $11,403-96.2% |