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 9-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 | $86,959 | $202,318-57.0% | $172,739-49.7% | $152,861-43.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 23.95% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,577 | $5,856-73.1% | $5,143-69.3% | $4,762-66.9% |
| Participant deferral / active EE | $5,688 | $5,948-4.4% | $5,198+9.4% | $5,850-2.8% |
| Admin fee / account holder | $8,263 | $17,109-51.7% | $13,954-40.8% | $11,596-28.7% |