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 | $32,775 | $83,902-60.9% | $167,512-80.4% | $84,808-61.4% |
| Participation rate | 88.2% | 66.5%+21.8pp | 77.1%+11.2pp | 68.3%+19.9pp |
| Annual return | 13.86% | 91.55%-77.7pp | 1615.79%-1601.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,275 | $2,264+44.6% | $3,882-15.6% | $2,631+24.5% |
| Participant deferral / active EE | $4,782 | $4,442+7.6% | $6,405-25.3% | $4,212+13.6% |
| Admin fee / account holder | $743 | $7,915-90.6% | $9,769-92.4% | $7,344-89.9% |