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 7-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 | $28,994 | $104,486-72.3% | $76,817-62.3% | $152,861-81.0% |
| Participation rate | 87.5% | 76.6%+10.9pp | 72.1%+15.4pp | 82.4%+5.1pp |
| Annual return | 27.79% | 1013.37%-985.6pp | 1166.11%-1138.3pp | 345.32%-317.5pp |
| Employer contribution / active EE | $751 | $3,116-75.9% | $2,302-67.4% | $4,762-84.2% |
| Participant deferral / active EE | $5,813 | $4,236+37.2% | $3,336+74.3% | $5,850-0.6% |
| Admin fee / account holder | $2,338 | $12,275-81.0% | $6,420-63.6% | $11,596-79.8% |