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 6-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 | $15,399 | $65,409-76.5% | $98,442-84.4% | $85,850-82.1% |
| Participation rate | 96.2% | 65.0%+31.2pp | 73.3%+22.8pp | 69.3%+26.8pp |
| Annual return | 26.76% | 21.76%+5.0pp | 1492.73%-1466.0pp | 318.53%-291.8pp |
| Employer contribution / active EE | $3,212 | $2,168+48.2% | $2,960+8.5% | $2,565+25.2% |
| Participant deferral / active EE | $5,182 | $3,166+63.7% | $4,276+21.2% | $3,952+31.1% |
| Admin fee / account holder | $2,765 | $4,593-39.8% | $5,949-53.5% | $6,260-55.8% |