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 6-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 | $59,872 | $89,652-33.2% | $141,162-57.6% | $65,185-8.1% |
| Participation rate | 74.8% | 74.7%+0.1pp | 82.5%-7.6pp | 70.2%+4.6pp |
| Annual return | 214.04% | 32.79%+181.2pp | 71.39%+142.6pp | 29.38%+184.7pp |
| Employer contribution / active EE | $3,234 | $3,065+5.5% | $4,735-31.7% | $2,177+48.6% |
| Participant deferral / active EE | $6,945 | $5,691+22.0% | $6,709+3.5% | $3,514+97.6% |
| Admin fee / account holder | $2,499 | $569+339.6% | $10,261-75.6% | $847+195.0% |