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 | $32,921 | $78,672-58.2% | $109,143-69.8% | $85,850-61.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 52.05% | 25.09%+27.0pp | 25.75%+26.3pp | 318.53%-266.5pp |
| Employer contribution / active EE | $3,030 | $2,735+10.8% | $3,722-18.6% | $2,565+18.1% |
| Participant deferral / active EE | $4,294 | $3,467+23.8% | $4,653-7.7% | $3,952+8.7% |
| Admin fee / account holder | $880 | $5,469-83.9% | $6,752-87.0% | $6,260-85.9% |