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 | $33,549 | $89,355-62.5% | $141,162-76.2% | $72,985-54.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 252.58% | 111.85%+140.7pp | 71.39%+181.2pp | 81.00%+171.6pp |
| Employer contribution / active EE | $1,871 | $3,114-39.9% | $4,735-60.5% | $2,440-23.3% |
| Participant deferral / active EE | $5,838 | $5,418+7.8% | $6,709-13.0% | $3,607+61.8% |
| Admin fee / account holder | $791 | $5,958-86.7% | $10,261-92.3% | $5,124-84.6% |