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 | $54,921 | $102,317-46.3% | $146,958-62.6% | $80,856-32.1% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 27.99% | 134.76%-106.8pp | 418.34%-390.3pp | 35.59%-7.6pp |
| Employer contribution / active EE | $2,015 | $3,713-45.7% | $4,933-59.2% | $2,755-26.9% |
| Participant deferral / active EE | $4,265 | $6,644-35.8% | $8,070-47.2% | $4,296-0.7% |
| Admin fee / account holder | $514 | $7,941-93.5% | $12,998-96.0% | $6,918-92.6% |