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 | $66,002 | $102,317-35.5% | $146,958-55.1% | $80,856-18.4% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.2%+3.9pp | 67.6%+18.4pp |
| Annual return | 15.99% | 134.76%-118.8pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $3,653 | $3,713-1.6% | $4,933-26.0% | $2,755+32.6% |
| Participant deferral / active EE | $12,241 | $6,644+84.3% | $8,070+51.7% | $4,296+185.0% |
| Admin fee / account holder | $7,786 | $7,941-2.0% | $12,998-40.1% | $6,918+12.5% |