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 3-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 | $30,348 | $111,724-72.8% | $93,606-67.6% | $145,922-79.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 17.82% | 202.98%-185.2pp | 133.20%-115.4pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,297 | $3,090-25.6% | $2,420-5.1% | $4,660-50.7% |
| Participant deferral / active EE | $6,734 | $4,912+37.1% | $4,411+52.7% | $6,688+0.7% |
| Admin fee / account holder | $310 | $10,250-97.0% | $8,285-96.3% | $13,397-97.7% |