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 | $42,966 | $154,117-72.1% | $129,995-66.9% | $139,434-69.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 52.12% | 32.48%+19.6pp | -137.18%+189.3pp | 372.94%-320.8pp |
| Employer contribution / active EE | $3,404 | $5,289-35.6% | $4,320-21.2% | $4,751-28.4% |
| Participant deferral / active EE | $6,625 | $6,710-1.3% | $5,820+13.8% | $6,710-1.3% |
| Admin fee / account holder | $2,183 | $14,007-84.4% | $10,614-79.4% | $11,403-80.9% |