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 | $54,591 | $102,317-46.6% | $146,958-62.9% | $80,856-32.5% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.2%-2.8pp | 67.6%+11.7pp |
| Annual return | 15.98% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,318 | $3,713-37.6% | $4,933-53.0% | $2,755-15.9% |
| Participant deferral / active EE | $5,716 | $6,644-14.0% | $8,070-29.2% | $4,296+33.1% |
| Admin fee / account holder | $434 | $7,941-94.5% | $12,998-96.7% | $6,918-93.7% |