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 | $28,706 | $109,327-73.7% | $89,391-67.9% | $158,922-81.9% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 52.77% | 345.68%-292.9pp | 245.62%-192.8pp | 302.83%-250.1pp |
| Employer contribution / active EE | $3,860 | $3,170+21.8% | $2,586+49.3% | $4,761-18.9% |
| Participant deferral / active EE | $10,002 | $4,598+117.5% | $3,890+157.1% | $5,982+67.2% |
| Admin fee / account holder | $1,201 | $6,153-80.5% | $4,881-75.4% | $11,246-89.3% |