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 | $27,909 | $89,248-68.7% | $136,007-79.5% | $74,495-62.5% |
| Participation rate | 76.1% | 69.4%+6.7pp | 76.5%-0.4pp | 67.2%+8.9pp |
| Annual return | 16.56% | 22.76%-6.2pp | 579.32%-562.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,816 | $2,838-36.0% | $4,217-56.9% | $2,623-30.8% |
| Participant deferral / active EE | $2,915 | $4,598-36.6% | $7,025-58.5% | $4,346-32.9% |
| Admin fee / account holder | $1,338 | $1,545-13.4% | $6,858-80.5% | $1,942-31.1% |