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 | $50,513 | $83,902-39.8% | $167,512-69.8% | $84,808-40.4% |
| Participation rate | 78.6% | 66.5%+12.1pp | 77.1%+1.5pp | 68.3%+10.3pp |
| Annual return | 20.98% | 91.55%-70.6pp | 1615.79%-1594.8pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,916 | $2,264-15.4% | $3,882-50.6% | $2,631-27.2% |
| Participant deferral / active EE | $6,522 | $4,442+46.8% | $6,405+1.8% | $4,212+54.9% |
| Admin fee / account holder | $496 | $7,915-93.7% | $9,769-94.9% | $7,344-93.3% |