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 | $67,354 | $157,256-57.2% | $141,162-52.3% | $152,861-55.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 23.50% | 64.32%-40.8pp | 71.39%-47.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,421 | $5,261-54.0% | $4,735-48.9% | $4,762-49.2% |
| Participant deferral / active EE | $10,407 | $7,109+46.4% | $6,709+55.1% | $5,850+77.9% |
| Admin fee / account holder | $1,074 | $12,120-91.1% | $10,261-89.5% | $11,596-90.7% |