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 | $48,203 | $106,890-54.9% | $84,015-42.6% | $152,861-68.5% |
| Participation rate | 84.6% | 75.2%+9.4pp | 69.0%+15.6pp | 82.4%+2.2pp |
| Annual return | 17.93% | 104.99%-87.1pp | 71.31%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,376 | $2,734-49.7% | $1,983-30.6% | $4,762-71.1% |
| Participant deferral / active EE | $3,623 | $4,011-9.7% | $3,239+11.9% | $5,850-38.1% |
| Admin fee / account holder | $860 | $8,285-89.6% | $6,101-85.9% | $11,596-92.6% |