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 6-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 | $23,566 | $49,173-52.1% | $121,098-80.5% | $75,163-68.6% |
| Participation rate | 97.6% | 55.4%+42.2pp | 69.5%+28.1pp | 67.2%+30.4pp |
| Annual return | 20.26% | 55.99%-35.7pp | 985.75%-965.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,759 | $1,546+13.8% | $4,164-57.8% | $2,670-34.1% |
| Participant deferral / active EE | $7,685 | $2,628+192.5% | $4,080+88.4% | $4,125+86.3% |
| Admin fee / account holder | $1,565 | $3,942-60.3% | $5,644-72.3% | $5,651-72.3% |