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 | $40,345 | $102,382-60.6% | $147,005-72.6% | $80,874-50.1% |
| Participation rate | 92.2% | 75.8%+16.3pp | 82.2%+10.0pp | 67.6%+24.5pp |
| Annual return | 13.54% | 134.89%-121.4pp | 418.76%-405.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $3,192 | $3,715-14.1% | $4,934-35.3% | $2,756+15.9% |
| Participant deferral / active EE | $4,832 | $6,646-27.3% | $8,070-40.1% | $4,297+12.5% |
| Admin fee / account holder | $2,389 | $7,942-69.9% | $13,006-81.6% | $6,935-65.5% |