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 | $29,060 | $98,750-70.6% | $149,696-80.6% | $79,858-63.6% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 43.18% | 27.43%+15.8pp | 276.60%-233.4pp | 31.71%+11.5pp |
| Employer contribution / active EE | $2,727 | $3,216-15.2% | $4,644-41.3% | $2,471+10.4% |
| Participant deferral / active EE | $17,149 | $5,680+201.9% | $6,842+150.7% | $3,740+358.5% |
| Admin fee / account holder | $4,983 | $6,053-17.7% | $9,309-46.5% | $5,306-6.1% |