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 | $27,426 | $77,145-64.4% | $108,410-74.7% | $85,850-68.1% |
| Participation rate | 94.1% | 74.7%+19.4pp | 80.1%+14.0pp | 69.3%+24.8pp |
| Annual return | 26.63% | 44.54%-17.9pp | 905.27%-878.6pp | 318.53%-291.9pp |
| Employer contribution / active EE | $4,128 | $2,379+73.5% | $3,558+16.0% | $2,565+60.9% |
| Participant deferral / active EE | $7,707 | $5,566+38.5% | $6,563+17.4% | $3,952+95.0% |
| Admin fee / account holder | $2,767 | $5,172-46.5% | $7,295-62.1% | $6,260-55.8% |