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 | $20,945 | $57,281-63.4% | $86,612-75.8% | $75,163-72.1% |
| Participation rate | 96.8% | 63.2%+33.6pp | 71.7%+25.1pp | 67.2%+29.6pp |
| Annual return | 23.40% | 2670.75%-2647.3pp | 591.07%-567.7pp | 160.62%-137.2pp |
| Employer contribution / active EE | $2,205 | $2,314-4.7% | $3,022-27.0% | $2,670-17.4% |
| Participant deferral / active EE | $6,295 | $3,318+89.7% | $4,438+41.9% | $4,125+52.6% |
| Admin fee / account holder | $1,282 | $4,112-68.8% | $5,614-77.2% | $5,651-77.3% |