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 | $30,932 | $68,346-54.7% | $94,646-67.3% | $75,163-58.8% |
| Participation rate | 91.5% | 76.1%+15.4pp | 80.8%+10.7pp | 67.2%+24.3pp |
| Annual return | 29.04% | 616.93%-587.9pp | 156.71%-127.7pp | 160.62%-131.6pp |
| Employer contribution / active EE | $2,398 | $2,701-11.2% | $3,672-34.7% | $2,670-10.2% |
| Participant deferral / active EE | $10,339 | $6,537+58.1% | $7,418+39.4% | $4,125+150.6% |
| Admin fee / account holder | $4,379 | $5,326-17.8% | $7,231-39.4% | $5,651-22.5% |