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 5-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 | $28,600 | $158,398-81.9% | $126,539-77.4% | $142,382-79.9% |
| Participation rate | 91.7% | 75.8%+15.9pp | 69.8%+21.8pp | 80.1%+11.5pp |
| Annual return | 18.74% | 593.76%-575.0pp | 425.95%-407.2pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,248 | $4,650-73.2% | $3,674-66.0% | $4,299-71.0% |
| Participant deferral / active EE | $6,217 | $4,767+30.4% | $4,083+52.3% | $6,507-4.5% |
| Admin fee / account holder | $526 | $6,918-92.4% | $6,065-91.3% | $12,624-95.8% |