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 10-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 | $52,253 | $102,317-48.9% | $146,958-64.4% | $80,856-35.4% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | 12.74% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,004 | $3,713-46.0% | $4,933-59.4% | $2,755-27.3% |
| Participant deferral / active EE | $5,751 | $6,644-13.4% | $8,070-28.7% | $4,296+33.9% |
| Admin fee / account holder | $2,596 | $7,941-67.3% | $12,998-80.0% | $6,918-62.5% |