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 | $32,540 | $102,317-68.2% | $146,958-77.9% | $80,856-59.8% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 15.52% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $5,365 | $3,713+44.5% | $4,933+8.8% | $2,755+94.8% |
| Participant deferral / active EE | $10,264 | $6,644+54.5% | $8,070+27.2% | $4,296+138.9% |
| Admin fee / account holder | $1,906 | $7,941-76.0% | $12,998-85.3% | $6,918-72.4% |