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 | $44,795 | $60,124-25.5% | $90,404-50.4% | $79,858-43.9% |
| Participation rate | 93.8% | 65.0%+28.8pp | 72.7%+21.1pp | 69.6%+24.1pp |
| Annual return | 21.54% | 71.94%-50.4pp | 1293.02%-1271.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $5,739 | $2,068+177.6% | $3,262+75.9% | $2,471+132.3% |
| Participant deferral / active EE | $6,399 | $2,938+117.8% | $3,963+61.4% | $3,740+71.1% |
| Admin fee / account holder | $3,487 | $3,976-12.3% | $5,611-37.8% | $5,306-34.3% |