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 | $17,511 | $96,635-81.9% | $86,612-79.8% | $139,434-87.4% |
| Participation rate | 76.5% | 74.4%+2.1pp | 71.7%+4.8pp | 80.3%-3.8pp |
| Annual return | 26.20% | 106.41%-80.2pp | 591.07%-564.9pp | 372.94%-346.7pp |
| Employer contribution / active EE | $1,974 | $3,263-39.5% | $3,022-34.7% | $4,751-58.4% |
| Participant deferral / active EE | $3,189 | $4,836-34.1% | $4,438-28.1% | $6,710-52.5% |
| Admin fee / account holder | $1,575 | $6,408-75.4% | $5,614-72.0% | $11,403-86.2% |