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 6-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 | $51,548 | $93,571-44.9% | $135,903-62.1% | $75,163-31.4% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 77.32% | 30.90%+46.4pp | 68.23%+9.1pp | 160.62%-83.3pp |
| Employer contribution / active EE | $5,722 | $3,537+61.8% | $4,856+17.8% | $2,670+114.3% |
| Participant deferral / active EE | $11,155 | $6,404+74.2% | $7,758+43.8% | $4,125+170.4% |
| Admin fee / account holder | $339 | $6,975-95.1% | $10,762-96.8% | $5,651-94.0% |