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 | $67,119 | $165,984-59.6% | $164,813-59.3% | $145,922-54.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 18.09% | 100.03%-81.9pp | 69.93%-51.8pp | 561.29%-543.2pp |
| Employer contribution / active EE | $2,753 | $5,273-47.8% | $4,341-36.6% | $4,660-40.9% |
| Participant deferral / active EE | $8,535 | $6,959+22.7% | $6,031+41.5% | $6,688+27.6% |
| Admin fee / account holder | $698 | $16,648-95.8% | $12,690-94.5% | $13,397-94.8% |