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 | $60,646 | $165,984-63.5% | $164,813-63.2% | $145,922-58.4% |
| Participation rate | 73.9% | 82.0%-8.1pp | 78.6%-4.7pp | 80.3%-6.4pp |
| Annual return | 21.17% | 100.03%-78.9pp | 69.93%-48.8pp | 561.29%-540.1pp |
| Employer contribution / active EE | $2,519 | $5,273-52.2% | $4,341-42.0% | $4,660-45.9% |
| Participant deferral / active EE | $8,573 | $6,959+23.2% | $6,031+42.1% | $6,688+28.2% |
| Admin fee / account holder | $3,443 | $16,648-79.3% | $12,690-72.9% | $13,397-74.3% |