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 | $60,913 | $210,648-71.1% | $177,989-65.8% | $145,922-58.3% |
| Participation rate | 76.9% | 80.8%-3.8pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 10.04% | 385.86%-375.8pp | 294.48%-284.4pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,895 | $4,565-58.5% | $3,949-52.0% | $4,660-59.3% |
| Participant deferral / active EE | $4,815 | $6,958-30.8% | $6,276-23.3% | $6,688-28.0% |
| Admin fee / account holder | $2,001 | $12,013-83.3% | $10,363-80.7% | $13,397-85.1% |