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 | $14,442 | $49,922-71.1% | $80,569-82.1% | $75,163-80.8% |
| Participation rate | 75.0% | 55.3%+19.7pp | 67.0%+8.0pp | 67.2%+7.8pp |
| Annual return | 21.44% | 34.69%-13.3pp | 935.43%-914.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $3,748 | $1,698+120.7% | $2,723+37.6% | $2,670+40.4% |
| Participant deferral / active EE | $6,264 | $2,990+109.5% | $4,447+40.8% | $4,125+51.8% |
| Admin fee / account holder | $492 | $3,577-86.2% | $5,377-90.8% | $5,651-91.3% |