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 | $30,441 | $102,317-70.2% | $146,958-79.3% | $80,856-62.4% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.2%+9.6pp | 67.6%+24.2pp |
| Annual return | 21.11% | 134.76%-113.6pp | 418.34%-397.2pp | 35.59%-14.5pp |
| Employer contribution / active EE | $2,118 | $3,713-43.0% | $4,933-57.1% | $2,755-23.1% |
| Participant deferral / active EE | $4,281 | $6,644-35.6% | $8,070-46.9% | $4,296-0.3% |
| Admin fee / account holder | $1,333 | $7,941-83.2% | $12,998-89.7% | $6,918-80.7% |