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 7-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 | $42,088 | $118,680-64.5% | $98,907-57.4% | $158,922-73.5% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 35.04% | 372.35%-337.3pp | 196.43%-161.4pp | 302.83%-267.8pp |
| Employer contribution / active EE | $4,443 | $3,333+33.3% | $2,689+65.2% | $4,761-6.7% |
| Participant deferral / active EE | $11,846 | $5,088+132.8% | $4,244+179.1% | $5,982+98.0% |
| Admin fee / account holder | $386 | $10,131-96.2% | $6,642-94.2% | $11,246-96.6% |