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 | $52,609 | $102,382-48.6% | $147,005-64.2% | $80,874-35.0% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.7pp | 67.6%+23.3pp |
| Annual return | 24.65% | 134.89%-110.2pp | 418.76%-394.1pp | 35.62%-11.0pp |
| Employer contribution / active EE | $3,177 | $3,715-14.5% | $4,934-35.6% | $2,756+15.3% |
| Participant deferral / active EE | $7,344 | $6,646+10.5% | $8,070-9.0% | $4,297+70.9% |
| Admin fee / account holder | $636 | $7,942-92.0% | $13,006-95.1% | $6,935-90.8% |