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 5-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 | $41,277 | $159,901-74.2% | $146,958-71.9% | $145,922-71.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 11.87% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,362 | $5,286-55.3% | $4,933-52.1% | $4,660-49.3% |
| Participant deferral / active EE | $5,022 | $8,428-40.4% | $8,070-37.8% | $6,688-24.9% |
| Admin fee / account holder | $671 | $15,044-95.5% | $12,998-94.8% | $13,397-95.0% |