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 | $36,945 | $63,346-41.7% | $92,233-59.9% | $70,131-47.3% |
| Participation rate | 92.1% | 68.7%+23.4pp | 76.5%+15.6pp | 69.5%+22.6pp |
| Annual return | 22.48% | 530.12%-507.6pp | 176.28%-153.8pp | 73.14%-50.7pp |
| Employer contribution / active EE | $2,110 | $2,471-14.6% | $3,679-42.7% | $2,342-9.9% |
| Participant deferral / active EE | $5,144 | $2,854+80.2% | $3,897+32.0% | $3,332+54.4% |
| Admin fee / account holder | $1,716 | $3,840-55.3% | $5,194-67.0% | $4,645-63.1% |