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 | $50,450 | $90,600-44.3% | $79,464-36.5% | $135,375-62.7% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | 11.15% | 977.43%-966.3pp | 718.14%-707.0pp | 519.73%-508.6pp |
| Employer contribution / active EE | $1,523 | $3,068-50.3% | $2,800-45.6% | $4,779-68.1% |
| Participant deferral / active EE | $2,552 | $4,050-37.0% | $3,704-31.1% | $5,609-54.5% |
| Admin fee / account holder | $423 | $5,907-92.8% | $5,113-91.7% | $10,827-96.1% |