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 | $40,153 | $99,957-59.8% | $149,696-73.2% | $73,488-45.4% |
| Participation rate | 76.0% | 75.7%+0.3pp | 82.5%-6.5pp | 70.7%+5.3pp |
| Annual return | 67.99% | 53.87%+14.1pp | 276.60%-208.6pp | 28.51%+39.5pp |
| Employer contribution / active EE | $3,559 | $3,191+11.5% | $4,644-23.4% | $2,270+56.8% |
| Participant deferral / active EE | $8,710 | $6,073+43.4% | $6,842+27.3% | $3,740+132.9% |
| Admin fee / account holder | $4,586 | $551+732.8% | $9,309-50.7% | $513+793.9% |