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 | $33,503 | $102,317-67.3% | $146,958-77.2% | $80,856-58.6% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 32.62% | 134.76%-102.1pp | 418.34%-385.7pp | 35.59%-3.0pp |
| Employer contribution / active EE | $1,200 | $3,713-67.7% | $4,933-75.7% | $2,755-56.4% |
| Participant deferral / active EE | $9,808 | $6,644+47.6% | $8,070+21.5% | $4,296+128.3% |
| Admin fee / account holder | $2,237 | $7,941-71.8% | $12,998-82.8% | $6,918-67.7% |