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 | $38,659 | $48,795-20.8% | $65,493-41.0% | $84,808-54.4% |
| Participation rate | 86.2% | 67.0%+19.2pp | 73.1%+13.1pp | 68.3%+17.9pp |
| Annual return | 13.06% | 20.20%-7.1pp | 982.45%-969.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $7,220 | $1,930+274.2% | $2,574+180.5% | $2,631+174.4% |
| Participant deferral / active EE | $3,957 | $2,928+35.1% | $3,961-0.1% | $4,212-6.1% |
| Admin fee / account holder | $4,507 | $3,877+16.2% | $5,028-10.4% | $7,344-38.6% |