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 7-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 | $39,298 | $112,096-64.9% | $95,952-59.0% | $158,922-75.3% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 536.64% | 171.09%+365.6pp | 91.61%+445.0pp | 302.83%+233.8pp |
| Employer contribution / active EE | $2,557 | $3,198-20.1% | $2,541+0.6% | $4,761-46.3% |
| Participant deferral / active EE | $14,750 | $4,784+208.3% | $4,167+254.0% | $5,982+146.6% |
| Admin fee / account holder | $26,169 | $10,130+158.3% | $6,795+285.1% | $11,246+132.7% |