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 | $23,864 | $118,680-79.9% | $98,907-75.9% | $158,922-85.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 17.87% | 372.35%-354.5pp | 196.43%-178.6pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,111 | $3,333-36.7% | $2,689-21.5% | $4,761-55.7% |
| Participant deferral / active EE | $6,099 | $5,088+19.9% | $4,244+43.7% | $5,982+2.0% |
| Admin fee / account holder | $960 | $10,131-90.5% | $6,642-85.5% | $11,246-91.5% |