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 3-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 | $15,001 | $48,795-69.3% | $65,493-77.1% | $84,808-82.3% |
| Participation rate | 92.6% | 67.0%+25.6pp | 73.1%+19.5pp | 68.3%+24.3pp |
| Annual return | 107.15% | 20.20%+86.9pp | 982.45%-875.3pp | 40.90%+66.3pp |
| Employer contribution / active EE | $1,722 | $1,930-10.8% | $2,574-33.1% | $2,631-34.5% |
| Participant deferral / active EE | $3,698 | $2,928+26.3% | $3,961-6.6% | $4,212-12.2% |
| Admin fee / account holder | $1,043 | $3,877-73.1% | $5,028-79.3% | $7,344-85.8% |