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 | $17,896 | $65,561-72.7% | $86,188-79.2% | $75,163-76.2% |
| Participation rate | 95.2% | 60.5%+34.8pp | 69.0%+26.3pp | 67.2%+28.0pp |
| Annual return | 38.24% | 46.05%-7.8pp | 1168.45%-1130.2pp | 160.62%-122.4pp |
| Employer contribution / active EE | $2,093 | $1,553+34.8% | $2,380-12.1% | $2,670-21.6% |
| Participant deferral / active EE | $5,256 | $3,024+73.8% | $3,985+31.9% | $4,125+27.4% |
| Admin fee / account holder | $832 | $5,474-84.8% | $6,852-87.9% | $5,651-85.3% |