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 9-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 | $46,292 | $78,422-41.0% | $95,952-51.8% | $79,858-42.0% |
| Participation rate | 98.7% | 73.5%+25.2pp | 77.1%+21.6pp | 69.6%+29.0pp |
| Annual return | 63.33% | 19.37%+44.0pp | 91.61%-28.3pp | 31.71%+31.6pp |
| Employer contribution / active EE | $6,594 | $1,945+239.0% | $2,541+159.5% | $2,471+166.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,718 | $5,622-69.4% | $6,795-74.7% | $5,306-67.6% |