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 | $83,902-62.1% | $167,512-81.0% | $84,808-62.5% |
| Participation rate | 91.8% | 66.5%+25.4pp | 77.1%+14.8pp | 68.3%+23.5pp |
| Annual return | 20.73% | 91.55%-70.8pp | 1615.79%-1595.1pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,159 | $2,264-4.6% | $3,882-44.4% | $2,631-17.9% |
| Participant deferral / active EE | $4,999 | $4,442+12.5% | $6,405-21.9% | $4,212+18.7% |
| Admin fee / account holder | $5,804 | $7,915-26.7% | $9,769-40.6% | $7,344-21.0% |