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 | $64,074 | $102,317-37.4% | $146,958-56.4% | $80,856-20.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 13.64% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,388 | $3,713-8.8% | $4,933-31.3% | $2,755+23.0% |
| Participant deferral / active EE | $12,031 | $6,644+81.1% | $8,070+49.1% | $4,296+180.1% |
| Admin fee / account holder | $3,699 | $7,941-53.4% | $12,998-71.5% | $6,918-46.5% |