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 | $35,087 | $58,208-39.7% | $81,812-57.1% | $80,856-56.6% |
| Participation rate | 71.4% | 63.4%+8.0pp | 72.3%-0.9pp | 67.6%+3.8pp |
| Annual return | 15.32% | 41.66%-26.3pp | 773.79%-758.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,414 | $2,340+3.1% | $2,912-17.1% | $2,755-12.4% |
| Participant deferral / active EE | $4,003 | $3,281+22.0% | $4,319-7.3% | $4,296-6.8% |
| Admin fee / account holder | $615 | $4,981-87.6% | $7,386-91.7% | $6,918-91.1% |