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 | $35,729 | $72,071-50.4% | $68,368-47.7% | $137,256-74.0% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.0%-1.7pp |
| Annual return | 0.00% | 353.14%-353.1pp | 292.57%-292.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $738 | $2,788-73.5% | $2,649-72.2% | $4,156-82.3% |
| Participant deferral / active EE | $945 | $4,410-78.6% | $4,123-77.1% | $6,407-85.3% |
| Admin fee / account holder | $1,545 | $5,336-71.0% | $5,150-70.0% | $12,270-87.4% |