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 10-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 | $42,500 | $98,750-57.0% | $149,696-71.6% | $79,858-46.8% |
| Participation rate | 88.8% | 75.8%+13.0pp | 82.5%+6.3pp | 69.6%+19.1pp |
| Annual return | 37.09% | 27.43%+9.7pp | 276.60%-239.5pp | 31.71%+5.4pp |
| Employer contribution / active EE | $5,651 | $3,216+75.7% | $4,644+21.7% | $2,471+128.7% |
| Participant deferral / active EE | $6,559 | $5,680+15.5% | $6,842-4.1% | $3,740+75.4% |
| Admin fee / account holder | $940 | $6,053-84.5% | $9,309-89.9% | $5,306-82.3% |