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 4-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 | $44,572 | $102,317-56.4% | $146,958-69.7% | $80,856-44.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 14.86% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,776 | $3,713+1.7% | $4,933-23.5% | $2,755+37.1% |
| Participant deferral / active EE | $8,280 | $6,644+24.6% | $8,070+2.6% | $4,296+92.7% |
| Admin fee / account holder | $4,274 | $7,941-46.2% | $12,998-67.1% | $6,918-38.2% |