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 7-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 | $35,610 | $54,762-35.0% | $90,281-60.6% | $72,985-51.2% |
| Participation rate | 80.6% | 65.1%+15.4pp | 73.3%+7.3pp | 69.5%+11.1pp |
| Annual return | 2038.06% | 30.63%+2007.4pp | 78.10%+1960.0pp | 81.00%+1957.1pp |
| Employer contribution / active EE | $1,790 | $2,092-14.4% | $2,854-37.3% | $2,440-26.6% |
| Participant deferral / active EE | $2,999 | $2,887+3.9% | $3,885-22.8% | $3,607-16.9% |
| Admin fee / account holder | $949 | $3,972-76.1% | $5,351-82.3% | $5,124-81.5% |