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 | $15,701 | $202,432-92.2% | $169,368-90.7% | $139,434-88.7% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 58.16% | 531.74%-473.6pp | 405.60%-347.4pp | 372.94%-314.8pp |
| Employer contribution / active EE | $2,995 | $4,692-36.2% | $4,013-25.4% | $4,751-36.9% |
| Participant deferral / active EE | $9,185 | $6,938+32.4% | $6,221+47.6% | $6,710+36.9% |
| Admin fee / account holder | $338 | $10,708-96.8% | $9,003-96.2% | $11,403-97.0% |