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 | $28,121 | $85,766-67.2% | $136,294-79.4% | $70,131-59.9% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 80.66% | 31.45%+49.2pp | 5155.94%-5075.3pp | 73.14%+7.5pp |
| Employer contribution / active EE | $2,831 | $2,966-4.6% | $4,695-39.7% | $2,342+20.9% |
| Participant deferral / active EE | $7,531 | $5,051+49.1% | $6,247+20.6% | $3,332+126.0% |
| Admin fee / account holder | $460 | $5,420-91.5% | $9,243-95.0% | $4,645-90.1% |