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 | $48,518 | $102,317-52.6% | $146,958-67.0% | $80,856-40.0% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.2%+8.5pp | 67.6%+23.1pp |
| Annual return | 18.93% | 134.76%-115.8pp | 418.34%-399.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $5,471 | $3,713+47.3% | $4,933+10.9% | $2,755+98.6% |
| Participant deferral / active EE | $5,935 | $6,644-10.7% | $8,070-26.5% | $4,296+38.2% |
| Admin fee / account holder | $1,295 | $7,941-83.7% | $12,998-90.0% | $6,918-81.3% |