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 | $50,181 | $77,314-35.1% | $177,989-71.8% | $80,856-37.9% |
| Participation rate | 96.7% | 65.7%+31.0pp | 77.1%+19.6pp | 67.6%+29.0pp |
| Annual return | 14.30% | 18.09%-3.8pp | 294.48%-280.2pp | 35.59%-21.3pp |
| Employer contribution / active EE | $6,599 | $2,292+187.9% | $3,949+67.1% | $2,755+139.5% |
| Participant deferral / active EE | $4,467 | $4,411+1.3% | $6,276-28.8% | $4,296+4.0% |
| Admin fee / account holder | $696 | $7,191-90.3% | $10,363-93.3% | $6,918-89.9% |