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 | $27,219 | $70,756-61.5% | $65,493-58.4% | $142,382-80.9% |
| Participation rate | 78.9% | 77.4%+1.6pp | 73.1%+5.9pp | 80.1%-1.2pp |
| Annual return | 18.37% | 1754.89%-1736.5pp | 982.45%-964.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $842 | $2,881-70.8% | $2,574-67.3% | $4,299-80.4% |
| Participant deferral / active EE | $3,687 | $4,637-20.5% | $3,961-6.9% | $6,507-43.3% |
| Admin fee / account holder | $3,096 | $6,559-52.8% | $5,028-38.4% | $12,624-75.5% |