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 6-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 | $49,229 | $202,432-75.7% | $169,368-70.9% | $139,434-64.7% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 15.02% | 531.74%-516.7pp | 405.60%-390.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,807 | $4,692-40.2% | $4,013-30.1% | $4,751-40.9% |
| Participant deferral / active EE | $4,734 | $6,938-31.8% | $6,221-23.9% | $6,710-29.4% |
| Admin fee / account holder | $8,717 | $10,708-18.6% | $9,003-3.2% | $11,403-23.6% |