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 | $30,161 | $102,317-70.5% | $146,958-79.5% | $80,856-62.7% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 65.47% | 134.76%-69.3pp | 418.34%-352.9pp | 35.59%+29.9pp |
| Employer contribution / active EE | $2,051 | $3,713-44.8% | $4,933-58.4% | $2,755-25.5% |
| Participant deferral / active EE | $5,584 | $6,644-16.0% | $8,070-30.8% | $4,296+30.0% |
| Admin fee / account holder | $1,268 | $7,941-84.0% | $12,998-90.2% | $6,918-81.7% |