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 | $52,431 | $158,398-66.9% | $126,539-58.6% | $142,382-63.2% |
| Participation rate | 70.0% | 75.8%-5.8pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 23.38% | 593.76%-570.4pp | 425.95%-402.6pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,631 | $4,650-43.4% | $3,674-28.4% | $4,299-38.8% |
| Participant deferral / active EE | $10,760 | $4,767+125.7% | $4,083+163.6% | $6,507+65.4% |
| Admin fee / account holder | $778 | $6,918-88.8% | $6,065-87.2% | $12,624-93.8% |