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 | $48,651 | $81,632-40.4% | $70,449-30.9% | $158,922-69.4% |
| Participation rate | 85.7% | 77.7%+8.0pp | 75.1%+10.7pp | 82.0%+3.8pp |
| Annual return | 51.23% | 208.40%-157.2pp | 109.03%-57.8pp | 302.83%-251.6pp |
| Employer contribution / active EE | $3,639 | $3,217+13.1% | $2,737+33.0% | $4,761-23.6% |
| Participant deferral / active EE | $9,009 | $4,554+97.8% | $3,709+142.9% | $5,982+50.6% |
| Admin fee / account holder | $5,634 | $6,193-9.0% | $3,845+46.5% | $11,246-49.9% |