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 | $31,828 | $80,812-60.6% | $160,784-80.2% | $82,448-61.4% |
| Participation rate | 91.8% | 66.2%+25.6pp | 77.0%+14.9pp | 68.1%+23.8pp |
| Annual return | 20.73% | 100.59%-79.9pp | 1803.92%-1783.2pp | 41.64%-20.9pp |
| Employer contribution / active EE | $2,159 | $2,174-0.7% | $3,733-42.1% | $2,551-15.3% |
| Participant deferral / active EE | $4,999 | $4,335+15.3% | $6,293-20.6% | $4,139+20.8% |
| Admin fee / account holder | $5,804 | $7,695-24.6% | $9,717-40.3% | $7,234-19.8% |