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 | $74,903 | $108,919-31.2% | $100,391-25.4% | $145,922-48.7% |
| Participation rate | 70.0% | 82.9%-12.9pp | 81.5%-11.5pp | 80.3%-10.3pp |
| Annual return | 31.08% | 57.88%-26.8pp | 49.20%-18.1pp | 561.29%-530.2pp |
| Employer contribution / active EE | $2,591 | $4,419-41.4% | $3,942-34.3% | $4,660-44.4% |
| Participant deferral / active EE | $8,921 | $8,445+5.6% | $8,082+10.4% | $6,688+33.4% |
| Admin fee / account holder | $958 | $9,689-90.1% | $7,899-87.9% | $13,397-92.9% |