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 4-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 | $8,434 | $96,635-91.3% | $86,612-90.3% | $139,434-94.0% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 27.32% | 106.41%-79.1pp | 591.07%-563.8pp | 372.94%-345.6pp |
| Employer contribution / active EE | $2,525 | $3,263-22.6% | $3,022-16.5% | $4,751-46.9% |
| Participant deferral / active EE | $3,409 | $4,836-29.5% | $4,438-23.2% | $6,710-49.2% |
| Admin fee / account holder | $1,175 | $6,408-81.7% | $5,614-79.1% | $11,403-89.7% |