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 | $40,322 | $58,208-30.7% | $81,812-50.7% | $80,856-50.1% |
| Participation rate | 97.2% | 63.4%+33.8pp | 72.3%+24.9pp | 67.6%+29.6pp |
| Annual return | 18.30% | 41.66%-23.4pp | 773.79%-755.5pp | 35.59%-17.3pp |
| Employer contribution / active EE | $2,172 | $2,340-7.2% | $2,912-25.4% | $2,755-21.1% |
| Participant deferral / active EE | $7,177 | $3,281+118.7% | $4,319+66.2% | $4,296+67.1% |
| Admin fee / account holder | $1,609 | $4,981-67.7% | $7,386-78.2% | $6,918-76.7% |