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 10-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 | $28,914 | $89,652-67.7% | $141,162-79.5% | $65,185-55.6% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.5%+10.1pp | 70.2%+22.4pp |
| Annual return | 100.49% | 32.79%+67.7pp | 71.39%+29.1pp | 29.38%+71.1pp |
| Employer contribution / active EE | $3,649 | $3,065+19.1% | $4,735-22.9% | $2,177+67.6% |
| Participant deferral / active EE | $7,964 | $5,691+39.9% | $6,709+18.7% | $3,514+126.7% |
| Admin fee / account holder | $1,512 | $569+166.0% | $10,261-85.3% | $847+78.5% |