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 | $19,091 | $107,334-82.2% | $92,893-79.4% | $152,861-87.5% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 31.40% | 145.58%-114.2pp | 109.41%-78.0pp | 345.32%-313.9pp |
| Employer contribution / active EE | $1,735 | $4,221-58.9% | $3,653-52.5% | $4,762-63.6% |
| Participant deferral / active EE | $5,354 | $4,845+10.5% | $4,236+26.4% | $5,850-8.5% |
| Admin fee / account holder | $436 | $7,079-93.8% | $5,794-92.5% | $11,596-96.2% |