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 | $14,086 | $65,409-78.5% | $98,442-85.7% | $85,850-83.6% |
| Participation rate | 97.7% | 65.0%+32.7pp | 73.3%+24.4pp | 69.3%+28.4pp |
| Annual return | 28.34% | 21.76%+6.6pp | 1492.73%-1464.4pp | 318.53%-290.2pp |
| Employer contribution / active EE | $2,840 | $2,168+31.0% | $2,960-4.1% | $2,565+10.7% |
| Participant deferral / active EE | $4,031 | $3,166+27.3% | $4,276-5.7% | $3,952+2.0% |
| Admin fee / account holder | $2,644 | $4,593-42.4% | $5,949-55.6% | $6,260-57.8% |