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 | $34,783 | $107,334-67.6% | $92,893-62.6% | $152,861-77.2% |
| Participation rate | 82.6% | 79.8%+2.8pp | 76.0%+6.6pp | 82.4%+0.2pp |
| Annual return | 19.89% | 145.58%-125.7pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $18,156 | $4,221+330.1% | $3,653+397.0% | $4,762+281.2% |
| Participant deferral / active EE | $3,209 | $4,845-33.8% | $4,236-24.3% | $5,850-45.2% |
| Admin fee / account holder | $2,523 | $7,079-64.4% | $5,794-56.5% | $11,596-78.2% |