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 3-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 | $36,212 | $102,317-64.6% | $146,958-75.4% | $80,856-55.2% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 18.18% | 134.76%-116.6pp | 418.34%-400.2pp | 35.59%-17.4pp |
| Employer contribution / active EE | $6,731 | $3,713+81.3% | $4,933+36.4% | $2,755+144.3% |
| Participant deferral / active EE | $8,783 | $6,644+32.2% | $8,070+8.8% | $4,296+104.5% |
| Admin fee / account holder | $7,169 | $7,941-9.7% | $12,998-44.8% | $6,918+3.6% |