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 | $21,243 | $114,047-81.4% | $96,139-77.9% | $167,490-87.3% |
| Participation rate | 81.8% | 75.1%+6.8pp | 68.4%+13.4pp | 82.1%-0.3pp |
| Annual return | 14.24% | 189.88%-175.6pp | 191.94%-177.7pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,211 | $3,427-64.7% | $2,797-56.7% | $4,837-75.0% |
| Participant deferral / active EE | $1,674 | $5,194-67.8% | $4,349-61.5% | $6,341-73.6% |
| Admin fee / account holder | $3,312 | $6,897-52.0% | $5,537-40.2% | $12,309-73.1% |