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 | $70,630 | $102,317-31.0% | $146,958-51.9% | $80,856-12.6% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.2%-1.7pp | 67.6%+12.8pp |
| Annual return | 11.84% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $7,995 | $3,713+115.3% | $4,933+62.1% | $2,755+190.2% |
| Participant deferral / active EE | $9,316 | $6,644+40.2% | $8,070+15.4% | $4,296+116.9% |
| Admin fee / account holder | $3,307 | $7,941-58.4% | $12,998-74.6% | $6,918-52.2% |