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 | $29,339 | $102,604-71.4% | $86,188-66.0% | $139,434-79.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 24.22% | 1922.51%-1898.3pp | 1168.45%-1144.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $2,941 | $3,032-3.0% | $2,380+23.6% | $4,751-38.1% |
| Participant deferral / active EE | $7,969 | $4,676+70.4% | $3,985+100.0% | $6,710+18.8% |
| Admin fee / account holder | $1,054 | $8,657-87.8% | $6,852-84.6% | $11,403-90.8% |