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 | $56,075 | $176,056-68.1% | $159,436-64.8% | $167,490-66.5% |
| Participation rate | 77.3% | 84.9%-7.7pp | 82.8%-5.5pp | 82.1%-4.8pp |
| Annual return | 16.57% | 331.75%-315.2pp | 263.57%-247.0pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,878 | $5,297-26.8% | $4,829-19.7% | $4,837-19.8% |
| Participant deferral / active EE | $8,707 | $7,750+12.3% | $7,352+18.4% | $6,341+37.3% |
| Admin fee / account holder | $3,975 | $12,554-68.3% | $10,799-63.2% | $12,309-67.7% |