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 6-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 | $52,194 | $102,382-49.0% | $147,005-64.5% | $80,874-35.5% |
| Participation rate | 80.4% | 75.8%+4.5pp | 82.2%-1.8pp | 67.6%+12.7pp |
| Annual return | 13.11% | 134.89%-121.8pp | 418.76%-405.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $3,227 | $3,715-13.1% | $4,934-34.6% | $2,756+17.1% |
| Participant deferral / active EE | $8,242 | $6,646+24.0% | $8,070+2.1% | $4,297+91.8% |
| Admin fee / account holder | $809 | $7,942-89.8% | $13,006-93.8% | $6,935-88.3% |