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 | $50,617 | $77,145-34.4% | $108,410-53.3% | $85,850-41.0% |
| Participation rate | 77.4% | 74.7%+2.7pp | 80.1%-2.8pp | 69.3%+8.0pp |
| Annual return | 15.80% | 44.54%-28.7pp | 905.27%-889.5pp | 318.53%-302.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,224 | $5,566+119.6% | $6,563+86.3% | $3,952+209.3% |
| Admin fee / account holder | $6,403 | $5,172+23.8% | $7,295-12.2% | $6,260+2.3% |