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 | $49,098 | $102,317-52.0% | $146,958-66.6% | $80,856-39.3% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 27.03% | 134.76%-107.7pp | 418.34%-391.3pp | 35.59%-8.6pp |
| Employer contribution / active EE | $5,789 | $3,713+55.9% | $4,933+17.3% | $2,755+110.1% |
| Participant deferral / active EE | $9,386 | $6,644+41.3% | $8,070+16.3% | $4,296+118.5% |
| Admin fee / account holder | $640 | $7,941-91.9% | $12,998-95.1% | $6,918-90.7% |