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 | $49,714 | $68,346-27.3% | $94,646-47.5% | $75,163-33.9% |
| Participation rate | 78.9% | 76.1%+2.8pp | 80.8%-1.9pp | 67.2%+11.8pp |
| Annual return | 22.73% | 616.93%-594.2pp | 156.71%-134.0pp | 160.62%-137.9pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,924 | $6,537+67.1% | $7,418+47.3% | $4,125+164.8% |
| Admin fee / account holder | $7,182 | $5,326+34.9% | $7,231-0.7% | $5,651+27.1% |