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 | $52,587 | $115,770-54.6% | $101,248-48.1% | $158,922-66.9% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 19.80% | 56.14%-36.3pp | 46.47%-26.7pp | 302.83%-283.0pp |
| Employer contribution / active EE | $6,630 | $4,175+58.8% | $3,660+81.2% | $4,761+39.3% |
| Participant deferral / active EE | $10,820 | $4,957+118.3% | $4,370+147.6% | $5,982+80.9% |
| Admin fee / account holder | $2,588 | $7,245-64.3% | $5,945-56.5% | $11,246-77.0% |