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 | $100,450 | $165,335-39.2% | $149,696-32.9% | $158,922-36.8% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 12.59% | 348.15%-335.6pp | 276.60%-264.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,324 | $5,103-54.5% | $4,644-50.0% | $4,761-51.2% |
| Participant deferral / active EE | $12,446 | $7,181+73.3% | $6,842+81.9% | $5,982+108.1% |
| Admin fee / account holder | $833 | $10,807-92.3% | $9,309-91.1% | $11,246-92.6% |