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 7-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 | $38,315 | $89,355-57.1% | $141,162-72.9% | $72,985-47.5% |
| Participation rate | 93.9% | 75.1%+18.8pp | 82.5%+11.4pp | 69.5%+24.4pp |
| Annual return | 35.36% | 111.85%-76.5pp | 71.39%-36.0pp | 81.00%-45.6pp |
| Employer contribution / active EE | $10,644 | $3,114+241.8% | $4,735+124.8% | $2,440+336.3% |
| Participant deferral / active EE | $6,773 | $5,418+25.0% | $6,709+0.9% | $3,607+87.7% |
| Admin fee / account holder | $1,626 | $5,958-72.7% | $10,261-84.2% | $5,124-68.3% |