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 | $25,725 | $49,227-47.7% | $70,449-63.5% | $79,858-67.8% |
| Participation rate | 75.5% | 69.2%+6.3pp | 75.1%+0.5pp | 69.6%+5.9pp |
| Annual return | 145.56% | 30.06%+115.5pp | 109.03%+36.5pp | 31.71%+113.8pp |
| Employer contribution / active EE | $1,362 | $2,099-35.1% | $2,737-50.2% | $2,471-44.9% |
| Participant deferral / active EE | $2,074 | $2,768-25.1% | $3,709-44.1% | $3,740-44.6% |
| Admin fee / account holder | $332 | $2,878-88.5% | $3,845-91.4% | $5,306-93.7% |