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 7-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 | $22,689 | $68,346-66.8% | $94,646-76.0% | $75,163-69.8% |
| Participation rate | 88.9% | 76.1%+12.8pp | 80.8%+8.1pp | 67.2%+21.7pp |
| Annual return | 49.35% | 616.93%-567.6pp | 156.71%-107.4pp | 160.62%-111.3pp |
| Employer contribution / active EE | $1,564 | $2,701-42.1% | $3,672-57.4% | $2,670-41.4% |
| Participant deferral / active EE | $7,274 | $6,537+11.3% | $7,418-1.9% | $4,125+76.3% |
| Admin fee / account holder | $5,603 | $5,326+5.2% | $7,231-22.5% | $5,651-0.8% |