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 8-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 | $33,725 | $102,317-67.0% | $146,958-77.1% | $80,856-58.3% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.2%+2.8pp | 67.6%+17.4pp |
| Annual return | 21.12% | 134.76%-113.6pp | 418.34%-397.2pp | 35.59%-14.5pp |
| Employer contribution / active EE | $4,953 | $3,713+33.4% | $4,933+0.4% | $2,755+79.8% |
| Participant deferral / active EE | $6,664 | $6,644+0.3% | $8,070-17.4% | $4,296+55.1% |
| Admin fee / account holder | $3,914 | $7,941-50.7% | $12,998-69.9% | $6,918-43.4% |