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 | $43,960 | $102,317-57.0% | $146,958-70.1% | $80,856-45.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 38.66% | 134.76%-96.1pp | 418.34%-379.7pp | 35.59%+3.1pp |
| Employer contribution / active EE | $4,658 | $3,713+25.4% | $4,933-5.6% | $2,755+69.1% |
| Participant deferral / active EE | $10,829 | $6,644+63.0% | $8,070+34.2% | $4,296+152.1% |
| Admin fee / account holder | $7,252 | $7,941-8.7% | $12,998-44.2% | $6,918+4.8% |