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 3-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 | $41,792 | $117,983-64.6% | $101,794-58.9% | $142,382-70.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 134.60% | 36.92%+97.7pp | 30.53%+104.1pp | 217.08%-82.5pp |
| Employer contribution / active EE | $3,422 | $2,773+23.4% | $2,289+49.5% | $4,299-20.4% |
| Participant deferral / active EE | $6,987 | $4,714+48.2% | $4,084+71.1% | $6,507+7.4% |
| Admin fee / account holder | $1,046 | $10,433-90.0% | $8,777-88.1% | $12,624-91.7% |