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 | $71,683 | $102,317-29.9% | $146,958-51.2% | $80,856-11.3% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.2%-6.1pp | 67.6%+8.4pp |
| Annual return | 21.19% | 134.76%-113.6pp | 418.34%-397.2pp | 35.59%-14.4pp |
| Employer contribution / active EE | $2,422 | $3,713-34.8% | $4,933-50.9% | $2,755-12.1% |
| Participant deferral / active EE | $4,406 | $6,644-33.7% | $8,070-45.4% | $4,296+2.6% |
| Admin fee / account holder | $1,576 | $7,941-80.2% | $12,998-87.9% | $6,918-77.2% |