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 | $56,911 | $78,422-27.4% | $95,952-40.7% | $79,858-28.7% |
| Participation rate | 94.6% | 73.5%+21.1pp | 77.1%+17.5pp | 69.6%+25.0pp |
| Annual return | 29.12% | 19.37%+9.7pp | 91.61%-62.5pp | 31.71%-2.6pp |
| Employer contribution / active EE | $3,362 | $1,945+72.9% | $2,541+32.3% | $2,471+36.1% |
| Participant deferral / active EE | $6,001 | $3,440+74.5% | $4,167+44.0% | $3,740+60.5% |
| Admin fee / account holder | $440 | $5,622-92.2% | $6,795-93.5% | $5,306-91.7% |