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 | $23,416 | $70,475-66.8% | $100,516-76.7% | $79,858-70.7% |
| Participation rate | 91.7% | 73.7%+18.0pp | 79.4%+12.3pp | 69.6%+22.0pp |
| Annual return | 95.31% | 21.90%+73.4pp | 30.89%+64.4pp | 31.71%+63.6pp |
| Employer contribution / active EE | $2,898 | $2,165+33.9% | $3,418-15.2% | $2,471+17.3% |
| Participant deferral / active EE | $5,472 | $5,181+5.6% | $6,270-12.7% | $3,740+46.3% |
| Admin fee / account holder | $6,309 | $4,478+40.9% | $8,081-21.9% | $5,306+18.9% |