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 | $23,901 | $158,398-84.9% | $126,539-81.1% | $142,382-83.2% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 25.53% | 593.76%-568.2pp | 425.95%-400.4pp | 217.08%-191.5pp |
| Employer contribution / active EE | $2,225 | $4,650-52.2% | $3,674-39.4% | $4,299-48.3% |
| Participant deferral / active EE | $4,847 | $4,767+1.7% | $4,083+18.7% | $6,507-25.5% |
| Admin fee / account holder | $569 | $6,918-91.8% | $6,065-90.6% | $12,624-95.5% |