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 | $36,836 | $57,281-35.7% | $86,612-57.5% | $75,163-51.0% |
| Participation rate | 96.8% | 63.2%+33.6pp | 71.7%+25.1pp | 67.2%+29.6pp |
| Annual return | 21.33% | 2670.75%-2649.4pp | 591.07%-569.7pp | 160.62%-139.3pp |
| Employer contribution / active EE | $3,030 | $2,314+30.9% | $3,022+0.3% | $2,670+13.5% |
| Participant deferral / active EE | $8,013 | $3,318+141.5% | $4,438+80.6% | $4,125+94.2% |
| Admin fee / account holder | $560 | $4,112-86.4% | $5,614-90.0% | $5,651-90.1% |