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 | $18,742 | $123,909-84.9% | $69,647-73.1% | $145,922-87.2% |
| Participation rate | 82.6% | 69.2%+13.4pp | 66.5%+16.2pp | 80.3%+2.3pp |
| Annual return | 12.19% | 190.55%-178.4pp | 100.48%-88.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,925 | $2,682-28.2% | $1,712+12.4% | $4,660-58.7% |
| Participant deferral / active EE | $3,911 | $4,236-7.7% | $2,886+35.5% | $6,688-41.5% |
| Admin fee / account holder | $510 | $7,863-93.5% | $4,713-89.2% | $13,397-96.2% |