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 | $35,316 | $102,317-65.5% | $146,958-76.0% | $80,856-56.3% |
| Participation rate | 75.9% | 75.8%0pp | 82.2%-6.3pp | 67.6%+8.2pp |
| Annual return | 81.93% | 134.76%-52.8pp | 418.34%-336.4pp | 35.59%+46.3pp |
| Employer contribution / active EE | $2,974 | $3,713-19.9% | $4,933-39.7% | $2,755+8.0% |
| Participant deferral / active EE | $6,934 | $6,644+4.4% | $8,070-14.1% | $4,296+61.4% |
| Admin fee / account holder | $2,901 | $7,941-63.5% | $12,998-77.7% | $6,918-58.1% |