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 4-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 | $31,347 | $68,346-54.1% | $94,646-66.9% | $75,163-58.3% |
| Participation rate | 98.5% | 76.1%+22.4pp | 80.8%+17.7pp | 67.2%+31.3pp |
| Annual return | 26.39% | 616.93%-590.5pp | 156.71%-130.3pp | 160.62%-134.2pp |
| Employer contribution / active EE | $3,885 | $2,701+43.9% | $3,672+5.8% | $2,670+45.5% |
| Participant deferral / active EE | $7,812 | $6,537+19.5% | $7,418+5.3% | $4,125+89.4% |
| Admin fee / account holder | $2,462 | $5,326-53.8% | $7,231-66.0% | $5,651-56.4% |