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 | $51,736-49.1% | $120,225-78.1% | $67,986-61.2% |
| Participation rate | 87.7% | 46.1%+41.6pp | 69.6%+18.1pp | 57.2%+30.4pp |
| Annual return | 52.76% | 31.98%+20.8pp | 439.23%-386.5pp | 31.67%+21.1pp |
| Employer contribution / active EE | $1,707 | $1,071+59.3% | $3,475-50.9% | $2,019-15.5% |
| Participant deferral / active EE | $6,835 | $2,206+209.9% | $3,999+70.9% | $3,358+103.5% |
| Admin fee / account holder | $3,289 | $4,159-20.9% | $5,696-42.3% | $3,203+2.7% |