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 3-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 | $57,230 | $159,901-64.2% | $146,958-61.1% | $145,922-60.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 12.47% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,382 | $5,286-36.0% | $4,933-31.4% | $4,660-27.4% |
| Participant deferral / active EE | $9,432 | $8,428+11.9% | $8,070+16.9% | $6,688+41.0% |
| Admin fee / account holder | $5,884 | $15,044-60.9% | $12,998-54.7% | $13,397-56.1% |