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 | $7,417 | $39,019-81.0% | $80,716-90.8% | $85,850-91.4% |
| Participation rate | 97.1% | 41.5%+55.6pp | 54.2%+43.0pp | 69.3%+27.8pp |
| Annual return | 20.77% | 26.27%-5.5pp | 87.28%-66.5pp | 318.53%-297.8pp |
| Employer contribution / active EE | $989 | $722+37.0% | $1,160-14.7% | $2,565-61.4% |
| Participant deferral / active EE | $2,384 | $1,326+79.8% | $2,146+11.1% | $3,952-39.7% |
| Admin fee / account holder | $373 | $2,431-84.7% | $3,380-89.0% | $6,260-94.0% |