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 | $62,742 | $108,919-42.4% | $100,391-37.5% | $145,922-57.0% |
| Participation rate | 70.0% | 82.9%-12.9pp | 81.5%-11.5pp | 80.3%-10.3pp |
| Annual return | 16.73% | 57.88%-41.2pp | 49.20%-32.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,900 | $4,419-11.8% | $3,942-1.1% | $4,660-16.3% |
| Participant deferral / active EE | $9,245 | $8,445+9.5% | $8,082+14.4% | $6,688+38.2% |
| Admin fee / account holder | $2,617 | $9,689-73.0% | $7,899-66.9% | $13,397-80.5% |