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 | $31,650 | $73,933-57.2% | $96,683-67.3% | $75,163-57.9% |
| Participation rate | 98.3% | 66.4%+31.9pp | 74.3%+23.9pp | 67.2%+31.1pp |
| Annual return | 54.39% | 26.70%+27.7pp | 35.69%+18.7pp | 160.62%-106.2pp |
| Employer contribution / active EE | $3,602 | $2,928+23.0% | $3,737-3.6% | $2,670+34.9% |
| Participant deferral / active EE | $10,058 | $3,659+174.9% | $4,878+106.2% | $4,125+143.8% |
| Admin fee / account holder | $5,584 | $5,216+7.1% | $6,730-17.0% | $5,651-1.2% |