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 | $26,345 | $53,053-50.3% | $126,539-79.2% | $74,304-64.5% |
| Participation rate | 87.7% | 48.0%+39.6pp | 69.8%+17.8pp | 60.3%+27.3pp |
| Annual return | 52.76% | 29.46%+23.3pp | 425.95%-373.2pp | 29.43%+23.3pp |
| Employer contribution / active EE | $1,707 | $1,168+46.2% | $3,674-53.5% | $2,241-23.8% |
| Participant deferral / active EE | $6,835 | $2,303+196.8% | $4,083+67.4% | $3,767+81.4% |
| Admin fee / account holder | $3,289 | $3,698-11.1% | $6,065-45.8% | $2,969+10.8% |