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 9-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 | $62,406 | $83,477-25.2% | $125,175-50.1% | $72,985-14.5% |
| Participation rate | 82.4% | 73.3%+9.1pp | 79.8%+2.7pp | 69.5%+12.9pp |
| Annual return | 506.36% | 25.78%+480.6pp | 43.79%+462.6pp | 81.00%+425.4pp |
| Employer contribution / active EE | $1,992 | $2,345-15.1% | $3,865-48.5% | $2,440-18.4% |
| Participant deferral / active EE | $4,637 | $3,585+29.3% | $4,937-6.1% | $3,607+28.5% |
| Admin fee / account holder | $618 | $5,517-88.8% | $9,702-93.6% | $5,124-87.9% |