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 10-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 | $33,868 | $102,317-66.9% | $146,958-77.0% | $80,856-58.1% |
| Participation rate | 83.9% | 75.8%+8.0pp | 82.2%+1.7pp | 67.6%+16.2pp |
| Annual return | 14.85% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,144 | $3,713+11.6% | $4,933-16.0% | $2,755+50.4% |
| Participant deferral / active EE | $8,053 | $6,644+21.2% | $8,070-0.2% | $4,296+87.5% |
| Admin fee / account holder | $1,030 | $7,941-87.0% | $12,998-92.1% | $6,918-85.1% |