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 | $29,395 | $102,317-71.3% | $146,958-80.0% | $80,856-63.6% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 17.89% | 134.76%-116.9pp | 418.34%-400.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,980 | $3,713-46.7% | $4,933-59.9% | $2,755-28.1% |
| Participant deferral / active EE | $5,691 | $6,644-14.3% | $8,070-29.5% | $4,296+32.5% |
| Admin fee / account holder | $3,990 | $7,941-49.8% | $12,998-69.3% | $6,918-42.3% |