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 | $102,382-35.5% | $147,005-55.1% | $80,874-18.4% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.2%+3.9pp | 67.6%+18.4pp |
| Annual return | 15.99% | 134.89%-118.9pp | 418.76%-402.8pp | 35.62%-19.6pp |
| Employer contribution / active EE | $3,653 | $3,715-1.7% | $4,934-26.0% | $2,756+32.5% |
| Participant deferral / active EE | $12,241 | $6,646+84.2% | $8,070+51.7% | $4,297+184.9% |
| Admin fee / account holder | $7,786 | $7,942-2.0% | $13,006-40.1% | $6,935+12.3% |