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 8-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 | $46,192 | $105,126-56.1% | $94,646-51.2% | $139,434-66.9% |
| Participation rate | 70.8% | 82.4%-11.5pp | 80.8%-10.0pp | 80.3%-9.5pp |
| Annual return | 31.09% | 38.03%-6.9pp | 156.71%-125.6pp | 372.94%-341.9pp |
| Employer contribution / active EE | $2,249 | $4,106-45.2% | $3,672-38.8% | $4,751-52.7% |
| Participant deferral / active EE | $4,641 | $7,599-38.9% | $7,418-37.4% | $6,710-30.8% |
| Admin fee / account holder | $830 | $8,984-90.8% | $7,231-88.5% | $11,403-92.7% |