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 | $55,781 | $96,635-42.3% | $86,612-35.6% | $139,434-60.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 17.17% | 106.41%-89.2pp | 591.07%-573.9pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,160 | $3,263-64.4% | $3,022-61.6% | $4,751-75.6% |
| Participant deferral / active EE | $9,941 | $4,836+105.6% | $4,438+124.0% | $6,710+48.1% |
| Admin fee / account holder | $2,323 | $6,408-63.7% | $5,614-58.6% | $11,403-79.6% |