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 9-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 | $26,157 | $96,484-72.9% | $75,886-65.5% | $152,861-82.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 163.32% | 33.98%+129.3pp | 30.76%+132.6pp | 345.32%-182.0pp |
| Employer contribution / active EE | $978 | $3,309-70.4% | $2,500-60.9% | $4,762-79.5% |
| Participant deferral / active EE | $8,826 | $4,553+93.9% | $3,603+145.0% | $5,850+50.9% |
| Admin fee / account holder | $428 | $8,078-94.7% | $5,418-92.1% | $11,596-96.3% |