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 | $62,804 | $98,750-36.4% | $149,696-58.0% | $79,858-21.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 21.00% | 27.43%-6.4pp | 276.60%-255.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $5,398 | $3,216+67.8% | $4,644+16.2% | $2,471+118.5% |
| Participant deferral / active EE | $12,137 | $5,680+113.7% | $6,842+77.4% | $3,740+224.5% |
| Admin fee / account holder | $5,619 | $6,053-7.2% | $9,309-39.6% | $5,306+5.9% |