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 7-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 | $74,008 | $102,317-27.7% | $146,958-49.6% | $80,856-8.5% |
| Participation rate | 79.6% | 75.8%+3.8pp | 82.2%-2.5pp | 67.6%+12.0pp |
| Annual return | 16.05% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $4,321 | $3,713+16.4% | $4,933-12.4% | $2,755+56.8% |
| Participant deferral / active EE | $11,851 | $6,644+78.4% | $8,070+46.9% | $4,296+175.9% |
| Admin fee / account holder | $3,818 | $7,941-51.9% | $12,998-70.6% | $6,918-44.8% |