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 | $32,350 | $96,305-66.4% | $80,569-59.8% | $139,434-76.8% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 10.91% | 1350.08%-1339.2pp | 935.43%-924.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,317 | $3,262-29.0% | $2,723-14.9% | $4,751-51.2% |
| Participant deferral / active EE | $3,558 | $5,232-32.0% | $4,447-20.0% | $6,710-47.0% |
| Admin fee / account holder | $5,959 | $6,599-9.7% | $5,377+10.8% | $11,403-47.7% |