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 | $29,461 | $210,648-86.0% | $177,989-83.4% | $145,922-79.8% |
| Participation rate | 94.4% | 80.8%+13.7pp | 77.1%+17.4pp | 80.3%+14.2pp |
| Annual return | 15.45% | 385.86%-370.4pp | 294.48%-279.0pp | 561.29%-545.8pp |
| Employer contribution / active EE | $6,726 | $4,565+47.4% | $3,949+70.3% | $4,660+44.4% |
| Participant deferral / active EE | $4,048 | $6,958-41.8% | $6,276-35.5% | $6,688-39.5% |
| Admin fee / account holder | $700 | $12,013-94.2% | $10,363-93.2% | $13,397-94.8% |