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 6-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 | $38,400 | $111,535-65.6% | $105,223-63.5% | $137,256-72.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.80% | 237.85%-223.1pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,398 | $3,939-64.5% | $3,689-62.1% | $4,156-66.4% |
| Participant deferral / active EE | $11,544 | $5,500+109.9% | $5,072+127.6% | $6,407+80.2% |
| Admin fee / account holder | $698 | $9,721-92.8% | $8,859-92.1% | $12,270-94.3% |