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 | $31,855 | $105,181-69.7% | $159,436-80.0% | $85,850-62.9% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.4pp | 69.3%+16.9pp |
| Annual return | 16.54% | 45.07%-28.5pp | 263.57%-247.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $4,688 | $3,318+41.3% | $4,829-2.9% | $2,565+82.8% |
| Participant deferral / active EE | $10,404 | $5,945+75.0% | $7,352+41.5% | $3,952+163.3% |
| Admin fee / account holder | $2,647 | $6,933-61.8% | $10,799-75.5% | $6,260-57.7% |