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 7-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 | $39,916 | $102,382-61.0% | $147,005-72.8% | $80,874-50.6% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 12.11% | 134.89%-122.8pp | 418.76%-406.7pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,840 | $3,715-50.5% | $4,934-62.7% | $2,756-33.2% |
| Participant deferral / active EE | $8,424 | $6,646+26.8% | $8,070+4.4% | $4,297+96.1% |
| Admin fee / account holder | $4,166 | $7,942-47.5% | $13,006-68.0% | $6,935-39.9% |