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 4-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 | $30,110 | $106,515-71.7% | $96,683-68.9% | $139,434-78.4% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 241.92% | 38.43%+203.5pp | 35.69%+206.2pp | 372.94%-131.0pp |
| Employer contribution / active EE | $3,759 | $4,103-8.4% | $3,737+0.6% | $4,751-20.9% |
| Participant deferral / active EE | $9,651 | $5,454+77.0% | $4,878+97.8% | $6,710+43.8% |
| Admin fee / account holder | $1,618 | $7,877-79.5% | $6,730-76.0% | $11,403-85.8% |