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 8-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 | $28,698 | $58,927-51.3% | $76,817-62.6% | $72,985-60.7% |
| Participation rate | 95.2% | 67.3%+27.9pp | 72.1%+23.2pp | 69.5%+25.8pp |
| Annual return | 35.79% | 2305.64%-2269.9pp | 1166.11%-1130.3pp | 81.00%-45.2pp |
| Employer contribution / active EE | $2,250 | $1,787+25.9% | $2,302-2.2% | $2,440-7.8% |
| Participant deferral / active EE | $4,650 | $2,690+72.8% | $3,336+39.4% | $3,607+28.9% |
| Admin fee / account holder | $940 | $4,013-76.6% | $6,420-85.4% | $5,124-81.6% |