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 | $22,237 | $109,327-79.7% | $89,391-75.1% | $158,922-86.0% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 49.44% | 345.68%-296.2pp | 245.62%-196.2pp | 302.83%-253.4pp |
| Employer contribution / active EE | $1,649 | $3,170-48.0% | $2,586-36.2% | $4,761-65.4% |
| Participant deferral / active EE | $6,534 | $4,598+42.1% | $3,890+68.0% | $5,982+9.2% |
| Admin fee / account holder | $1,522 | $6,153-75.3% | $4,881-68.8% | $11,246-86.5% |