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 5-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 | $21,409 | $68,346-68.7% | $94,646-77.4% | $75,163-71.5% |
| Participation rate | 92.9% | 76.1%+16.8pp | 80.8%+12.0pp | 67.2%+25.7pp |
| Annual return | 44.31% | 616.93%-572.6pp | 156.71%-112.4pp | 160.62%-116.3pp |
| Employer contribution / active EE | $4,007 | $2,701+48.4% | $3,672+9.1% | $2,670+50.1% |
| Participant deferral / active EE | $7,485 | $6,537+14.5% | $7,418+0.9% | $4,125+81.4% |
| Admin fee / account holder | $485 | $5,326-90.9% | $7,231-93.3% | $5,651-91.4% |