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 | $57,190 | $123,909-53.8% | $69,647-17.9% | $145,922-60.8% |
| Participation rate | 80.0% | 69.2%+10.8pp | 66.5%+13.5pp | 80.3%-0.3pp |
| Annual return | 13.26% | 190.55%-177.3pp | 100.48%-87.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $640 | $2,682-76.1% | $1,712-62.6% | $4,660-86.3% |
| Participant deferral / active EE | $8,167 | $4,236+92.8% | $2,886+183.0% | $6,688+22.1% |
| Admin fee / account holder | $687 | $7,863-91.3% | $4,713-85.4% | $13,397-94.9% |