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 | $28,662 | $102,317-72.0% | $146,958-80.5% | $80,856-64.6% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.4pp | 67.6%+25.0pp |
| Annual return | 17.66% | 134.76%-117.1pp | 418.34%-400.7pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,611 | $3,713-56.6% | $4,933-67.3% | $2,755-41.5% |
| Participant deferral / active EE | $11,921 | $6,644+79.4% | $8,070+47.7% | $4,296+177.5% |
| Admin fee / account holder | $1,736 | $7,941-78.1% | $12,998-86.6% | $6,918-74.9% |