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 7-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 | $34,136 | $58,208-41.4% | $81,812-58.3% | $80,856-57.8% |
| Participation rate | 97.6% | 63.4%+34.1pp | 72.3%+25.2pp | 67.6%+29.9pp |
| Annual return | 35.46% | 41.66%-6.2pp | 773.79%-738.3pp | 35.59%-0.1pp |
| Employer contribution / active EE | $3,598 | $2,340+53.8% | $2,912+23.5% | $2,755+30.6% |
| Participant deferral / active EE | $8,910 | $3,281+171.6% | $4,319+106.3% | $4,296+107.4% |
| Admin fee / account holder | $1,925 | $4,981-61.4% | $7,386-73.9% | $6,918-72.2% |