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 4-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 | $34,046 | $55,472-38.6% | $155,567-78.1% | $74,546-54.3% |
| Participation rate | 74.7% | 61.9%+12.8pp | 78.2%-3.5pp | 67.2%+7.5pp |
| Annual return | 36.40% | 268.72%-232.3pp | 64.74%-28.3pp | 1366.03%-1329.6pp |
| Employer contribution / active EE | $3,960 | $2,269+74.5% | $4,674-15.3% | $2,624+50.9% |
| Participant deferral / active EE | $7,808 | $2,838+175.1% | $5,628+38.7% | $4,347+79.6% |
| Admin fee / account holder | $2,244 | $1,743+28.8% | $15,916-85.9% | $1,944+15.5% |