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 6-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 | $20,846 | $96,635-78.4% | $86,612-75.9% | $139,434-85.0% |
| Participation rate | 86.4% | 74.4%+12.0pp | 71.7%+14.7pp | 80.3%+6.0pp |
| Annual return | 22.82% | 106.41%-83.6pp | 591.07%-568.3pp | 372.94%-350.1pp |
| Employer contribution / active EE | $2,889 | $3,263-11.5% | $3,022-4.4% | $4,751-39.2% |
| Participant deferral / active EE | $4,838 | $4,8360% | $4,438+9.0% | $6,710-27.9% |
| Admin fee / account holder | $674 | $6,408-89.5% | $5,614-88.0% | $11,403-94.1% |