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 8-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 | $48,907 | $149,734-67.3% | $118,925-58.9% | $158,922-69.2% |
| Participation rate | 72.7% | 82.1%-9.4pp | 75.4%-2.7pp | 82.0%-9.2pp |
| Annual return | 55.25% | 19.95%+35.3pp | 35.88%+19.4pp | 302.83%-247.6pp |
| Employer contribution / active EE | $2,852 | $4,115-30.7% | $3,263-12.6% | $4,761-40.1% |
| Participant deferral / active EE | $10,138 | $5,223+94.1% | $4,265+137.7% | $5,982+69.5% |
| Admin fee / account holder | $34,515 | $8,603+301.2% | $6,581+424.5% | $11,246+206.9% |