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 3-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 | $63,629 | $49,173+29.4% | $121,098-47.5% | $75,163-15.3% |
| Participation rate | 86.1% | 55.4%+30.7pp | 69.5%+16.6pp | 67.2%+18.9pp |
| Annual return | 14.44% | 55.99%-41.5pp | 985.75%-971.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,647 | $1,546+136.0% | $4,164-12.4% | $2,670+36.6% |
| Participant deferral / active EE | $6,922 | $2,628+163.4% | $4,080+69.7% | $4,125+67.8% |
| Admin fee / account holder | $17,553 | $3,942+345.3% | $5,644+211.0% | $5,651+210.6% |