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 | $59,495 | $118,680-49.9% | $98,907-39.8% | $158,922-62.6% |
| Participation rate | 90.5% | 77.8%+12.7pp | 76.0%+14.5pp | 82.0%+8.5pp |
| Annual return | 16.75% | 372.35%-355.6pp | 196.43%-179.7pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,748 | $3,333-47.5% | $2,689-35.0% | $4,761-63.3% |
| Participant deferral / active EE | $4,591 | $5,088-9.8% | $4,244+8.2% | $5,982-23.3% |
| Admin fee / account holder | $326 | $10,131-96.8% | $6,642-95.1% | $11,246-97.1% |