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 | $35,657 | $72,071-50.5% | $68,368-47.8% | $137,256-74.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.69% | 353.14%-334.4pp | 292.57%-273.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,606 | $2,788-6.5% | $2,649-1.6% | $4,156-37.3% |
| Participant deferral / active EE | $4,200 | $4,410-4.8% | $4,123+1.9% | $6,407-34.5% |
| Admin fee / account holder | $1,158 | $5,336-78.3% | $5,150-77.5% | $12,270-90.6% |