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 | $28,452 | $54,705-48.0% | $71,209-60.0% | $84,808-66.5% |
| Participation rate | 76.3% | 64.1%+12.2pp | 73.8%+2.6pp | 68.3%+8.0pp |
| Annual return | 70.09% | 35.90%+34.2pp | 282.51%-212.4pp | 40.90%+29.2pp |
| Employer contribution / active EE | $1,283 | $2,158-40.6% | $2,721-52.9% | $2,631-51.3% |
| Participant deferral / active EE | $6,311 | $3,030+108.3% | $4,175+51.2% | $4,212+49.9% |
| Admin fee / account holder | $327 | $4,863-93.3% | $5,349-93.9% | $7,344-95.5% |