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 | $22,213 | $111,724-80.1% | $93,606-76.3% | $145,922-84.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 13.65% | 202.98%-189.3pp | 133.20%-119.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,935 | $3,090-37.4% | $2,420-20.1% | $4,660-58.5% |
| Participant deferral / active EE | $3,818 | $4,912-22.3% | $4,411-13.4% | $6,688-42.9% |
| Admin fee / account holder | $1,098 | $10,250-89.3% | $8,285-86.7% | $13,397-91.8% |