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 | $143,888 | $106,890+34.6% | $84,015+71.3% | $152,861-5.9% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.4%-0.6pp |
| Annual return | 60.38% | 104.99%-44.6pp | 71.31%-10.9pp | 345.32%-284.9pp |
| Employer contribution / active EE | $1,441 | $2,734-47.3% | $1,983-27.3% | $4,762-69.7% |
| Participant deferral / active EE | $4,214 | $4,011+5.1% | $3,239+30.1% | $5,850-28.0% |
| Admin fee / account holder | $1,820 | $8,285-78.0% | $6,101-70.2% | $11,596-84.3% |