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 | $33,299 | $54,705-39.1% | $71,209-53.2% | $84,808-60.7% |
| Participation rate | 98.1% | 64.1%+34.0pp | 73.8%+24.3pp | 68.3%+29.8pp |
| Annual return | 41.16% | 35.90%+5.3pp | 282.51%-241.3pp | 40.90%+0.3pp |
| Employer contribution / active EE | $4,199 | $2,158+94.6% | $2,721+54.3% | $2,631+59.6% |
| Participant deferral / active EE | $7,497 | $3,030+147.4% | $4,175+79.6% | $4,212+78.0% |
| Admin fee / account holder | $5,375 | $4,863+10.5% | $5,349+0.5% | $7,344-26.8% |