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 9-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 | $52,366 | $102,317-48.8% | $146,958-64.4% | $80,856-35.2% |
| Participation rate | 74.6% | 75.8%-1.2pp | 82.2%-7.5pp | 67.6%+7.0pp |
| Annual return | 12.14% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,097 | $3,713-70.5% | $4,933-77.8% | $2,755-60.2% |
| Participant deferral / active EE | $7,090 | $6,644+6.7% | $8,070-12.1% | $4,296+65.0% |
| Admin fee / account holder | $7,517 | $7,941-5.3% | $12,998-42.2% | $6,918+8.7% |