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 | $94,796 | $102,616-7.6% | $81,983+15.6% | $158,922-40.4% |
| Participation rate | 94.7% | 75.5%+19.2pp | 69.2%+25.5pp | 82.0%+12.8pp |
| Annual return | 15.18% | 61.04%-45.9pp | 41.31%-26.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,494 | $3,240-53.9% | $2,498-40.2% | $4,761-68.6% |
| Participant deferral / active EE | $13,153 | $4,648+183.0% | $3,722+253.4% | $5,982+119.9% |
| Admin fee / account holder | $384 | $8,235-95.3% | $5,664-93.2% | $11,246-96.6% |