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 | $40,789 | $70,669-42.3% | $169,368-75.9% | $75,163-45.7% |
| Participation rate | 96.7% | 64.8%+31.9pp | 77.1%+19.6pp | 67.2%+29.5pp |
| Annual return | 34.70% | 36.36%-1.7pp | 405.60%-370.9pp | 160.62%-125.9pp |
| Employer contribution / active EE | $3,281 | $2,211+48.4% | $4,013-18.2% | $2,670+22.9% |
| Participant deferral / active EE | $6,491 | $4,311+50.6% | $6,221+4.3% | $4,125+57.3% |
| Admin fee / account holder | $9,073 | $5,402+67.9% | $9,003+0.8% | $5,651+60.6% |