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 | $26,474 | $83,902-68.4% | $167,512-84.2% | $84,808-68.8% |
| Participation rate | 79.3% | 66.5%+12.8pp | 77.1%+2.3pp | 68.3%+11.0pp |
| Annual return | 17.30% | 91.55%-74.2pp | 1615.79%-1598.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,266 | $2,264+0.1% | $3,882-41.6% | $2,631-13.9% |
| Participant deferral / active EE | $4,421 | $4,442-0.5% | $6,405-31.0% | $4,212+5.0% |
| Admin fee / account holder | $4,045 | $7,915-48.9% | $9,769-58.6% | $7,344-44.9% |