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 7-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 | $46,454 | $98,750-53.0% | $149,696-69.0% | $79,858-41.8% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 105.76% | 27.43%+78.3pp | 276.60%-170.8pp | 31.71%+74.0pp |
| Employer contribution / active EE | $3,844 | $3,216+19.5% | $4,644-17.2% | $2,471+55.6% |
| Participant deferral / active EE | $9,458 | $5,680+66.5% | $6,842+38.2% | $3,740+152.9% |
| Admin fee / account holder | $792 | $6,053-86.9% | $9,309-91.5% | $5,306-85.1% |