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 | $27,471 | $102,317-73.2% | $146,958-81.3% | $80,856-66.0% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 19.64% | 134.76%-115.1pp | 418.34%-398.7pp | 35.59%-16.0pp |
| Employer contribution / active EE | $5,128 | $3,713+38.1% | $4,933+3.9% | $2,755+86.1% |
| Participant deferral / active EE | $7,401 | $6,644+11.4% | $8,070-8.3% | $4,296+72.3% |
| Admin fee / account holder | $4,189 | $7,941-47.3% | $12,998-67.8% | $6,918-39.5% |