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 | $18,021 | $84,696-78.7% | $75,696-76.2% | $167,490-89.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 24.40% | 199.36%-175.0pp | 104.53%-80.1pp | 478.56%-454.2pp |
| Employer contribution / active EE | $2,150 | $3,230-33.4% | $2,743-21.6% | $4,837-55.6% |
| Participant deferral / active EE | $7,078 | $4,580+54.6% | $3,821+85.2% | $6,341+11.6% |
| Admin fee / account holder | $462 | $5,355-91.4% | $3,619-87.2% | $12,309-96.2% |