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 3-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 | $25,088 | $72,071-65.2% | $68,368-63.3% | $137,256-81.7% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 68.04% | 353.14%-285.1pp | 292.57%-224.5pp | 220.34%-152.3pp |
| Employer contribution / active EE | $1,607 | $2,788-42.4% | $2,649-39.3% | $4,156-61.3% |
| Participant deferral / active EE | $3,201 | $4,410-27.4% | $4,123-22.4% | $6,407-50.0% |
| Admin fee / account holder | $1,157 | $5,336-78.3% | $5,150-77.5% | $12,270-90.6% |