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 | $31,296 | $99,652-68.6% | $78,778-60.3% | $147,584-78.8% |
| Participation rate | 86.7% | 76.2%+10.4pp | 69.2%+17.5pp | 82.8%+3.8pp |
| Annual return | 13.05% | 47.28%-34.2pp | 35.62%-22.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,110 | $2,796-60.3% | $1,986-44.1% | $4,876-77.2% |
| Participant deferral / active EE | $2,883 | $3,664-21.3% | $2,958-2.6% | $5,439-47.0% |
| Admin fee / account holder | $307 | $7,155-95.7% | $5,134-94.0% | $10,885-97.2% |