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 | $46,230 | $158,398-70.8% | $126,539-63.5% | $142,382-67.5% |
| Participation rate | 84.6% | 75.8%+8.8pp | 69.8%+14.8pp | 80.1%+4.5pp |
| Annual return | 24.69% | 593.76%-569.1pp | 425.95%-401.3pp | 217.08%-192.4pp |
| Employer contribution / active EE | $2,590 | $4,650-44.3% | $3,674-29.5% | $4,299-39.8% |
| Participant deferral / active EE | $7,055 | $4,767+48.0% | $4,083+72.8% | $6,507+8.4% |
| Admin fee / account holder | $841 | $6,918-87.8% | $6,065-86.1% | $12,624-93.3% |