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 4-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 | $52,474 | $102,317-48.7% | $146,958-64.3% | $80,856-35.1% |
| Participation rate | 92.7% | 75.8%+16.8pp | 82.2%+10.5pp | 67.6%+25.0pp |
| Annual return | 14.32% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,798 | $3,713+29.2% | $4,933-2.7% | $2,755+74.2% |
| Participant deferral / active EE | $8,327 | $6,644+25.3% | $8,070+3.2% | $4,296+93.9% |
| Admin fee / account holder | $8,253 | $7,941+3.9% | $12,998-36.5% | $6,918+19.3% |