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 6-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 | $50,755 | $150,187-66.2% | $120,354-57.8% | $145,922-65.2% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.1pp |
| Annual return | 10.58% | 154.07%-143.5pp | 107.15%-96.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,564 | $4,348-41.0% | $3,463-26.0% | $4,660-45.0% |
| Participant deferral / active EE | $9,722 | $6,173+57.5% | $4,991+94.8% | $6,688+45.4% |
| Admin fee / account holder | $624 | $12,207-94.9% | $9,423-93.4% | $13,397-95.3% |