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 | $52,605 | $126,574-58.4% | $106,213-50.5% | $145,922-63.9% |
| Participation rate | 70.8% | 77.6%-6.8pp | 75.3%-4.4pp | 80.3%-9.4pp |
| Annual return | 13.08% | 224.79%-211.7pp | 116.14%-103.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,309 | $3,730-64.9% | $3,171-58.7% | $4,660-71.9% |
| Participant deferral / active EE | $2,672 | $5,724-53.3% | $5,016-46.7% | $6,688-60.0% |
| Admin fee / account holder | $537 | $17,304-96.9% | $11,033-95.1% | $13,397-96.0% |