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 | $46,668 | $110,502-57.8% | $80,716-42.2% | $167,490-72.1% |
| Participation rate | 80.0% | 64.0%+16.0pp | 54.2%+25.8pp | 82.1%-2.1pp |
| Annual return | 14.33% | 120.54%-106.2pp | 87.28%-72.9pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,859 | $1,543+20.5% | $1,160+60.2% | $4,837-61.6% |
| Participant deferral / active EE | $4,293 | $2,871+49.5% | $2,146+100.1% | $6,341-32.3% |
| Admin fee / account holder | $634 | $4,545-86.0% | $3,380-81.2% | $12,309-94.8% |