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 | $32,090 | $123,909-74.1% | $69,647-53.9% | $145,922-78.0% |
| Participation rate | 83.3% | 69.2%+14.1pp | 66.5%+16.9pp | 80.3%+3.1pp |
| Annual return | 14.39% | 190.55%-176.2pp | 100.48%-86.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,693 | $2,682-36.9% | $1,712-1.1% | $4,660-63.7% |
| Participant deferral / active EE | $7,484 | $4,236+76.7% | $2,886+159.3% | $6,688+11.9% |
| Admin fee / account holder | $409 | $7,863-94.8% | $4,713-91.3% | $13,397-97.0% |