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 9-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 | $32,010 | $49,922-35.9% | $80,569-60.3% | $75,163-57.4% |
| Participation rate | 98.1% | 55.3%+42.8pp | 67.0%+31.1pp | 67.2%+30.9pp |
| Annual return | 22.76% | 34.69%-11.9pp | 935.43%-912.7pp | 160.62%-137.9pp |
| Employer contribution / active EE | $2,235 | $1,698+31.6% | $2,723-18.0% | $2,670-16.3% |
| Participant deferral / active EE | $6,108 | $2,990+104.2% | $4,447+37.3% | $4,125+48.1% |
| Admin fee / account holder | $595 | $3,577-83.4% | $5,377-88.9% | $5,651-89.5% |