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 9-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 | $52,444 | $60,124-12.8% | $90,404-42.0% | $79,858-34.3% |
| Participation rate | 85.7% | 65.0%+20.7pp | 72.7%+13.0pp | 69.6%+16.1pp |
| Annual return | 37.47% | 71.94%-34.5pp | 1293.02%-1255.5pp | 31.71%+5.8pp |
| Employer contribution / active EE | $1,273 | $2,068-38.4% | $3,262-61.0% | $2,471-48.5% |
| Participant deferral / active EE | $6,049 | $2,938+105.9% | $3,963+52.6% | $3,740+61.7% |
| Admin fee / account holder | $2,317 | $3,976-41.7% | $5,611-58.7% | $5,306-56.3% |