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 | $39,116 | $109,904-64.4% | $97,167-59.7% | $145,959-73.2% |
| Participation rate | 72.2% | 75.9%-3.7pp | 72.7%-0.5pp | 80.3%-8.1pp |
| Annual return | 28.89% | 243.43%-214.5pp | 75.27%-46.4pp | 561.95%-533.1pp |
| Employer contribution / active EE | $2,491 | $3,084-19.2% | $2,729-8.7% | $4,661-46.6% |
| Participant deferral / active EE | $6,870 | $4,676+46.9% | $4,264+61.1% | $6,689+2.7% |
| Admin fee / account holder | $7,610 | $6,216+22.4% | $5,650+34.7% | $13,398-43.2% |