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 6-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 | $20,450 | $70,669-71.1% | $169,368-87.9% | $75,163-72.8% |
| Participation rate | 91.2% | 64.8%+26.4pp | 77.1%+14.1pp | 67.2%+24.0pp |
| Annual return | 45.98% | 36.36%+9.6pp | 405.60%-359.6pp | 160.62%-114.6pp |
| Employer contribution / active EE | $3,409 | $2,211+54.2% | $4,013-15.0% | $2,670+27.7% |
| Participant deferral / active EE | $6,836 | $4,311+58.6% | $6,221+9.9% | $4,125+65.7% |
| Admin fee / account holder | $555 | $5,402-89.7% | $9,003-93.8% | $5,651-90.2% |