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 | $44,010 | $102,317-57.0% | $146,958-70.1% | $80,856-45.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.10% | 134.76%-120.7pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,254 | $3,713-12.4% | $4,933-34.0% | $2,755+18.1% |
| Participant deferral / active EE | $5,827 | $6,644-12.3% | $8,070-27.8% | $4,296+35.7% |
| Admin fee / account holder | $2,052 | $7,941-74.2% | $12,998-84.2% | $6,918-70.3% |