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 | $61,662 | $83,902-26.5% | $167,512-63.2% | $84,808-27.3% |
| Participation rate | 72.5% | 66.5%+6.1pp | 77.1%-4.5pp | 68.3%+4.2pp |
| Annual return | 20.39% | 91.55%-71.2pp | 1615.79%-1595.4pp | 40.90%-20.5pp |
| Employer contribution / active EE | $627 | $2,264-72.3% | $3,882-83.8% | $2,631-76.2% |
| Participant deferral / active EE | $8,232 | $4,442+85.3% | $6,405+28.5% | $4,212+95.5% |
| Admin fee / account holder | $4,878 | $7,915-38.4% | $9,769-50.1% | $7,344-33.6% |