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 | $40,681 | $52,406-22.4% | $129,207-68.5% | $74,495-45.4% |
| Participation rate | 74.1% | 53.8%+20.3pp | 69.6%+4.5pp | 67.2%+6.9pp |
| Annual return | 15.90% | 15.66%+0.2pp | 9417.33%-9401.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,398 | $1,531+56.7% | $4,153-42.3% | $2,623-8.6% |
| Participant deferral / active EE | $4,562 | $2,794+63.3% | $4,168+9.5% | $4,346+5.0% |
| Admin fee / account holder | $1,860 | $2,633-29.4% | $7,715-75.9% | $1,942-4.2% |