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 10-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 | $23,896 | $52,279-54.3% | $89,391-73.3% | $79,858-70.1% |
| Participation rate | 96.9% | 57.5%+39.3pp | 68.0%+28.9pp | 69.6%+27.2pp |
| Annual return | 104.69% | 22.16%+82.5pp | 245.62%-140.9pp | 31.71%+73.0pp |
| Employer contribution / active EE | $3,120 | $1,572+98.6% | $2,586+20.7% | $2,471+26.3% |
| Participant deferral / active EE | $9,598 | $2,740+250.3% | $3,890+146.7% | $3,740+156.6% |
| Admin fee / account holder | $629 | $3,356-81.3% | $4,881-87.1% | $5,306-88.1% |