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 8-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 | $31,982 | $55,415-42.3% | $155,509-79.4% | $74,495-57.1% |
| Participation rate | 96.3% | 61.9%+34.4pp | 78.2%+18.1pp | 67.2%+29.1pp |
| Annual return | 22.56% | 268.50%-245.9pp | 64.67%-42.1pp | 1364.94%-1342.4pp |
| Employer contribution / active EE | $3,352 | $2,267+47.9% | $4,672-28.3% | $2,623+27.8% |
| Participant deferral / active EE | $4,273 | $2,836+50.7% | $5,626-24.0% | $4,346-1.7% |
| Admin fee / account holder | $9,533 | $1,738+448.4% | $15,912-40.1% | $1,942+391.0% |