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 | $25,271 | $83,902-69.9% | $167,512-84.9% | $84,808-70.2% |
| Participation rate | 92.3% | 66.5%+25.8pp | 77.1%+15.3pp | 68.3%+24.0pp |
| Annual return | 25.49% | 91.55%-66.1pp | 1615.79%-1590.3pp | 40.90%-15.4pp |
| Employer contribution / active EE | $2,993 | $2,264+32.2% | $3,882-22.9% | $2,631+13.7% |
| Participant deferral / active EE | $6,284 | $4,442+41.5% | $6,405-1.9% | $4,212+49.2% |
| Admin fee / account holder | $738 | $7,915-90.7% | $9,769-92.4% | $7,344-89.9% |