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 9-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 | $29,957 | $102,317-70.7% | $146,958-79.6% | $80,856-62.9% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 19.83% | 134.76%-114.9pp | 418.34%-398.5pp | 35.59%-15.8pp |
| Employer contribution / active EE | $3,985 | $3,713+7.3% | $4,933-19.2% | $2,755+44.6% |
| Participant deferral / active EE | $8,028 | $6,644+20.8% | $8,070-0.5% | $4,296+86.9% |
| Admin fee / account holder | $2,815 | $7,941-64.6% | $12,998-78.3% | $6,918-59.3% |