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 | $33,670 | $102,317-67.1% | $146,958-77.1% | $80,856-58.4% |
| Participation rate | 87.9% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 14.97% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,518 | $3,713-59.1% | $4,933-69.2% | $2,755-44.9% |
| Participant deferral / active EE | $6,803 | $6,644+2.4% | $8,070-15.7% | $4,296+58.4% |
| Admin fee / account holder | $1,832 | $7,941-76.9% | $12,998-85.9% | $6,918-73.5% |