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 10-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 | $62,777 | $78,705-20.2% | $117,854-46.7% | $70,131-10.5% |
| Participation rate | 97.4% | 73.2%+24.2pp | 79.7%+17.8pp | 69.5%+27.9pp |
| Annual return | 45.16% | 23.30%+21.9pp | 335.08%-289.9pp | 73.14%-28.0pp |
| Employer contribution / active EE | $2,934 | $2,223+32.0% | $3,786-22.5% | $2,342+25.3% |
| Participant deferral / active EE | $7,111 | $3,297+115.7% | $4,482+58.7% | $3,332+113.4% |
| Admin fee / account holder | $693 | $5,065-86.3% | $8,020-91.4% | $4,645-85.1% |