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 | $61,995 | $107,934-42.6% | $91,989-32.6% | $152,861-59.4% |
| Participation rate | 77.3% | 81.2%-3.9pp | 78.6%-1.4pp | 82.4%-5.2pp |
| Annual return | 25.48% | 89.24%-63.8pp | 69.02%-43.5pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,269 | $4,210-46.1% | $3,452-34.3% | $4,762-52.4% |
| Participant deferral / active EE | $3,603 | $6,364-43.4% | $5,923-39.2% | $5,850-38.4% |
| Admin fee / account holder | $4,542 | $10,520-56.8% | $7,743-41.3% | $11,596-60.8% |