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 9-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 | $34,358 | $52,953-35.1% | $172,739-80.1% | $65,185-47.3% |
| Participation rate | 72.5% | 66.2%+6.3pp | 82.6%-10.1pp | 70.2%+2.3pp |
| Annual return | 38.74% | 30.12%+8.6pp | 802.84%-764.1pp | 29.38%+9.4pp |
| Employer contribution / active EE | $1,784 | $2,190-18.5% | $5,143-65.3% | $2,177-18.1% |
| Participant deferral / active EE | $3,759 | $2,471+52.2% | $5,198-27.7% | $3,514+7.0% |
| Admin fee / account holder | $823 | $472+74.5% | $13,954-94.1% | $847-2.8% |