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 | $41,351 | $102,317-59.6% | $146,958-71.9% | $80,856-48.9% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.2%-5.0pp | 67.6%+9.5pp |
| Annual return | 20.27% | 134.76%-114.5pp | 418.34%-398.1pp | 35.59%-15.3pp |
| Employer contribution / active EE | $1,911 | $3,713-48.5% | $4,933-61.3% | $2,755-30.6% |
| Participant deferral / active EE | $6,895 | $6,644+3.8% | $8,070-14.6% | $4,296+60.5% |
| Admin fee / account holder | $1,787 | $7,941-77.5% | $12,998-86.3% | $6,918-74.2% |