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 8-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 | $138,544 | $84,696+63.6% | $75,696+83.0% | $167,490-17.3% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.8%+16.1pp | 82.1%+8.8pp |
| Annual return | 19.90% | 199.36%-179.5pp | 104.53%-84.6pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,598 | $3,230-50.5% | $2,743-41.7% | $4,837-67.0% |
| Participant deferral / active EE | $8,151 | $4,580+78.0% | $3,821+113.3% | $6,341+28.5% |
| Admin fee / account holder | $1,810 | $5,355-66.2% | $3,619-50.0% | $12,309-85.3% |