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 | $21,799 | $111,724-80.5% | $93,606-76.7% | $145,922-85.1% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.1pp |
| Annual return | 14.36% | 202.98%-188.6pp | 133.20%-118.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,855 | $3,090-40.0% | $2,420-23.3% | $4,660-60.2% |
| Participant deferral / active EE | $2,862 | $4,912-41.7% | $4,411-35.1% | $6,688-57.2% |
| Admin fee / account holder | $588 | $10,250-94.3% | $8,285-92.9% | $13,397-95.6% |