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 | $41,415 | $102,382-59.5% | $147,005-71.8% | $80,874-48.8% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.2%-5.0pp | 67.6%+9.5pp |
| Annual return | 11.94% | 134.89%-123.0pp | 418.76%-406.8pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,193 | $3,715-41.0% | $4,934-55.6% | $2,756-20.4% |
| Participant deferral / active EE | $4,558 | $6,646-31.4% | $8,070-43.5% | $4,297+6.1% |
| Admin fee / account holder | $5,920 | $7,942-25.5% | $13,006-54.5% | $6,935-14.6% |