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 | $57,081 | $121,625-53.1% | $104,607-45.4% | $158,922-64.1% |
| Participation rate | 88.9% | 77.5%+11.4pp | 74.1%+14.8pp | 82.0%+6.9pp |
| Annual return | 15.28% | 465.26%-450.0pp | 340.46%-325.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $3,835 | $3,163+21.2% | $2,681+43.1% | $4,761-19.5% |
| Participant deferral / active EE | $13,759 | $4,177+229.4% | $3,740+267.9% | $5,982+130.0% |
| Admin fee / account holder | $2,986 | $7,787-61.6% | $6,473-53.9% | $11,246-73.4% |