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 | $27,542 | $165,335-83.3% | $149,696-81.6% | $158,922-82.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 42.64% | 348.15%-305.5pp | 276.60%-234.0pp | 302.83%-260.2pp |
| Employer contribution / active EE | $2,721 | $5,103-46.7% | $4,644-41.4% | $4,761-42.8% |
| Participant deferral / active EE | $12,916 | $7,181+79.9% | $6,842+88.8% | $5,982+115.9% |
| Admin fee / account holder | $2,607 | $10,807-75.9% | $9,309-72.0% | $11,246-76.8% |