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 | $50,092 | $150,187-66.6% | $120,354-58.4% | $145,922-65.7% |
| Participation rate | 81.3% | 78.8%+2.5pp | 71.9%+9.3pp | 80.3%+1.0pp |
| Annual return | 20.05% | 154.07%-134.0pp | 107.15%-87.1pp | 561.29%-541.2pp |
| Employer contribution / active EE | $3,274 | $4,348-24.7% | $3,463-5.5% | $4,660-29.7% |
| Participant deferral / active EE | $6,917 | $6,173+12.1% | $4,991+38.6% | $6,688+3.4% |
| Admin fee / account holder | $647 | $12,207-94.7% | $9,423-93.1% | $13,397-95.2% |