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 9-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 | $25,505 | $39,019-34.6% | $80,716-68.4% | $85,850-70.3% |
| Participation rate | 95.1% | 41.5%+53.5pp | 54.2%+40.9pp | 69.3%+25.8pp |
| Annual return | 125.44% | 26.27%+99.2pp | 87.28%+38.2pp | 318.53%-193.1pp |
| Employer contribution / active EE | $2,070 | $722+186.7% | $1,160+78.4% | $2,565-19.3% |
| Participant deferral / active EE | $1,832 | $1,326+38.2% | $2,146-14.6% | $3,952-53.6% |
| Admin fee / account holder | $313 | $2,431-87.1% | $3,380-90.7% | $6,260-95.0% |