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 | $30,703 | $68,346-55.1% | $94,646-67.6% | $75,163-59.2% |
| Participation rate | 73.5% | 76.1%-2.6pp | 80.8%-7.4pp | 67.2%+6.3pp |
| Annual return | 30.54% | 616.93%-586.4pp | 156.71%-126.2pp | 160.62%-130.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,081 | $6,537+54.2% | $7,418+35.9% | $4,125+144.4% |
| Admin fee / account holder | $337 | $5,326-93.7% | $7,231-95.3% | $5,651-94.0% |