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 | $41,549 | $115,770-64.1% | $101,248-59.0% | $158,922-73.9% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 12.24% | 56.14%-43.9pp | 46.47%-34.2pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,420 | $4,175-66.0% | $3,660-61.2% | $4,761-70.2% |
| Participant deferral / active EE | $18,682 | $4,957+276.9% | $4,370+327.5% | $5,982+212.3% |
| Admin fee / account holder | $432 | $7,245-94.0% | $5,945-92.7% | $11,246-96.2% |