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 | $34,310 | $159,901-78.5% | $146,958-76.7% | $145,922-76.5% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 13.72% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,008 | $5,286-62.0% | $4,933-59.3% | $4,660-56.9% |
| Participant deferral / active EE | $6,944 | $8,428-17.6% | $8,070-13.9% | $6,688+3.8% |
| Admin fee / account holder | $3,956 | $15,044-73.7% | $12,998-69.6% | $13,397-70.5% |