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 | $31,133 | $68,346-54.4% | $94,646-67.1% | $75,163-58.6% |
| Participation rate | 96.9% | 76.1%+20.8pp | 80.8%+16.0pp | 67.2%+29.7pp |
| Annual return | 20.81% | 616.93%-596.1pp | 156.71%-135.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,896 | $2,701+7.2% | $3,672-21.1% | $2,670+8.5% |
| Participant deferral / active EE | $5,237 | $6,537-19.9% | $7,418-29.4% | $4,125+27.0% |
| Admin fee / account holder | $2,600 | $5,326-51.2% | $7,231-64.0% | $5,651-54.0% |