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 | $53,382 | $165,335-67.7% | $149,696-64.3% | $158,922-66.4% |
| Participation rate | 77.3% | 84.6%-7.3pp | 82.5%-5.2pp | 82.0%-4.7pp |
| Annual return | 88.43% | 348.15%-259.7pp | 276.60%-188.2pp | 302.83%-214.4pp |
| Employer contribution / active EE | $2,123 | $5,103-58.4% | $4,644-54.3% | $4,761-55.4% |
| Participant deferral / active EE | $4,814 | $7,181-33.0% | $6,842-29.6% | $5,982-19.5% |
| Admin fee / account holder | $2,391 | $10,807-77.9% | $9,309-74.3% | $11,246-78.7% |