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 8-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 | $39,079 | $102,966-62.0% | $90,281-56.7% | $152,861-74.4% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.4%+4.2pp |
| Annual return | 35.75% | 95.16%-59.4pp | 78.10%-42.3pp | 345.32%-309.6pp |
| Employer contribution / active EE | $1,847 | $3,139-41.2% | $2,854-35.3% | $4,762-61.2% |
| Participant deferral / active EE | $2,470 | $4,281-42.3% | $3,885-36.4% | $5,850-57.8% |
| Admin fee / account holder | $428 | $6,171-93.1% | $5,351-92.0% | $11,596-96.3% |