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 | $37,181 | $165,984-77.6% | $164,813-77.4% | $145,922-74.5% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-6.9pp |
| Annual return | 13.49% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,883 | $5,273-64.3% | $4,341-56.6% | $4,660-59.6% |
| Participant deferral / active EE | $3,392 | $6,959-51.3% | $6,031-43.8% | $6,688-49.3% |
| Admin fee / account holder | $303 | $16,648-98.2% | $12,690-97.6% | $13,397-97.7% |