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 7-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 | $26,371 | $102,317-74.2% | $146,958-82.1% | $80,856-67.4% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.8pp | 67.6%+23.3pp |
| Annual return | 17.65% | 134.76%-117.1pp | 418.34%-400.7pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,482 | $3,713-33.2% | $4,933-49.7% | $2,755-9.9% |
| Participant deferral / active EE | $7,453 | $6,644+12.2% | $8,070-7.6% | $4,296+73.5% |
| Admin fee / account holder | $305 | $7,941-96.2% | $12,998-97.7% | $6,918-95.6% |