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 | $27,009 | $89,355-69.8% | $141,162-80.9% | $72,985-63.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 52.90% | 111.85%-58.9pp | 71.39%-18.5pp | 81.00%-28.1pp |
| Employer contribution / active EE | $4,611 | $3,114+48.1% | $4,735-2.6% | $2,440+89.0% |
| Participant deferral / active EE | $11,484 | $5,418+112.0% | $6,709+71.2% | $3,607+218.3% |
| Admin fee / account holder | $3,786 | $5,958-36.5% | $10,261-63.1% | $5,124-26.1% |