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 | $30,831 | $150,187-79.5% | $120,354-74.4% | $145,922-78.9% |
| Participation rate | 92.9% | 78.8%+14.1pp | 71.9%+20.9pp | 80.3%+12.6pp |
| Annual return | 14.01% | 154.07%-140.1pp | 107.15%-93.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,222 | $4,348-71.9% | $3,463-64.7% | $4,660-73.8% |
| Participant deferral / active EE | $2,551 | $6,173-58.7% | $4,991-48.9% | $6,688-61.9% |
| Admin fee / account holder | $1,853 | $12,207-84.8% | $9,423-80.3% | $13,397-86.2% |