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 | $28,765 | $98,750-70.9% | $149,696-80.8% | $79,858-64.0% |
| Participation rate | 83.8% | 75.8%+8.1pp | 82.5%+1.3pp | 69.6%+14.2pp |
| Annual return | 46.21% | 27.43%+18.8pp | 276.60%-230.4pp | 31.71%+14.5pp |
| Employer contribution / active EE | $3,179 | $3,216-1.2% | $4,644-31.5% | $2,471+28.7% |
| Participant deferral / active EE | $7,415 | $5,680+30.5% | $6,842+8.4% | $3,740+98.3% |
| Admin fee / account holder | $324 | $6,053-94.7% | $9,309-96.5% | $5,306-93.9% |