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 | $49,110 | $102,382-52.0% | $147,005-66.6% | $80,874-39.3% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.1pp | 67.6%+24.7pp |
| Annual return | 22.36% | 134.89%-112.5pp | 418.76%-396.4pp | 35.62%-13.3pp |
| Employer contribution / active EE | $3,300 | $3,715-11.2% | $4,934-33.1% | $2,756+19.8% |
| Participant deferral / active EE | $11,375 | $6,646+71.1% | $8,070+41.0% | $4,297+164.7% |
| Admin fee / account holder | $1,079 | $7,942-86.4% | $13,006-91.7% | $6,935-84.4% |