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 | $53,060 | $52,353+1.3% | $120,225-55.9% | $82,448-35.6% |
| Participation rate | 82.4% | 58.3%+24.0pp | 69.6%+12.8pp | 68.1%+14.3pp |
| Annual return | 16.83% | 61.85%-45.0pp | 439.23%-422.4pp | 41.64%-24.8pp |
| Employer contribution / active EE | $4,315 | $1,510+185.7% | $3,475+24.1% | $2,551+69.1% |
| Participant deferral / active EE | $9,005 | $2,627+242.8% | $3,999+125.2% | $4,139+117.5% |
| Admin fee / account holder | $2,976 | $4,363-31.8% | $5,696-47.8% | $7,234-58.9% |