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 | $51,638 | $102,317-49.5% | $146,958-64.9% | $80,856-36.1% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 21.43% | 134.76%-113.3pp | 418.34%-396.9pp | 35.59%-14.2pp |
| Employer contribution / active EE | $3,847 | $3,713+3.6% | $4,933-22.0% | $2,755+39.6% |
| Participant deferral / active EE | $11,079 | $6,644+66.8% | $8,070+37.3% | $4,296+157.9% |
| Admin fee / account holder | $434 | $7,941-94.5% | $12,998-96.7% | $6,918-93.7% |