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 8-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 | $46,577 | $101,317-54.0% | $146,958-68.3% | $74,495-37.5% |
| Participation rate | 82.0% | 75.5%+6.5pp | 82.2%-0.2pp | 67.2%+14.8pp |
| Annual return | 20.13% | 8730.91%-8710.8pp | 418.34%-398.2pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $2,896 | $3,810-24.0% | $4,933-41.3% | $2,623+10.4% |
| Participant deferral / active EE | $5,545 | $7,303-24.1% | $8,070-31.3% | $4,346+27.6% |
| Admin fee / account holder | $6,281 | $1,739+261.2% | $12,998-51.7% | $1,942+223.5% |