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 | $47,085 | $68,346-31.1% | $94,646-50.3% | $75,163-37.4% |
| Participation rate | 88.9% | 76.1%+12.8pp | 80.8%+8.1pp | 67.2%+21.7pp |
| Annual return | 22.61% | 616.93%-594.3pp | 156.71%-134.1pp | 160.62%-138.0pp |
| Employer contribution / active EE | $4,382 | $2,701+62.2% | $3,672+19.3% | $2,670+64.1% |
| Participant deferral / active EE | $8,352 | $6,537+27.8% | $7,418+12.6% | $4,125+102.5% |
| Admin fee / account holder | $3,612 | $5,326-32.2% | $7,231-50.0% | $5,651-36.1% |