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 8-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 | $59,219 | $43,723+35.4% | $121,196-51.1% | $64,186-7.7% |
| Participation rate | 96.3% | 58.3%+38.0pp | 71.7%+24.5pp | 69.6%+26.7pp |
| Annual return | -5.27% | 68.91%-74.2pp | 16.93%-22.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,301 | $1,296+231.8% | $4,022+6.9% | $2,381+80.6% |
| Participant deferral / active EE | $0 | $2,280-100.0% | $3,344-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,151 | $3,501+104.3% | $5,019+42.5% | $4,888+46.3% |