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 9-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 | $47,995 | $45,152+6.3% | $73,843-35.0% | $59,632-19.5% |
| Participation rate | 93.9% | 64.0%+29.9pp | 73.4%+20.4pp | 68.7%+25.2pp |
| Annual return | -0.20% | 27.40%-27.6pp | 2267.84%-2268.0pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $3,223 | $1,902+69.5% | $2,787+15.6% | $2,203+46.3% |
| Participant deferral / active EE | $5,905 | $2,574+129.4% | $3,583+64.8% | $3,192+85.0% |
| Admin fee / account holder | $1,158 | $3,516-67.1% | $4,880-76.3% | $4,297-73.1% |