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 | $26,032 | $100,773-74.2% | $88,946-70.7% | $142,382-81.7% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 21.88% | 70.18%-48.3pp | 57.82%-35.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $9,091 | $2,918+211.6% | $2,555+255.8% | $4,299+111.5% |
| Participant deferral / active EE | $3,302 | $5,230-36.9% | $4,581-27.9% | $6,507-49.3% |
| Admin fee / account holder | $1,137 | $9,693-88.3% | $8,261-86.2% | $12,624-91.0% |