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 | $34,109 | $102,317-66.7% | $146,958-76.8% | $80,856-57.8% |
| Participation rate | 82.5% | 75.8%+6.6pp | 82.2%+0.3pp | 67.6%+14.8pp |
| Annual return | 13.72% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,151 | $3,713-15.1% | $4,933-36.1% | $2,755+14.4% |
| Participant deferral / active EE | $6,977 | $6,644+5.0% | $8,070-13.5% | $4,296+62.4% |
| Admin fee / account holder | $810 | $7,941-89.8% | $12,998-93.8% | $6,918-88.3% |