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 5-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 | $43,471 | $102,317-57.5% | $146,958-70.4% | $80,856-46.2% |
| Participation rate | 94.5% | 75.8%+18.7pp | 82.2%+12.4pp | 67.6%+26.9pp |
| Annual return | 27.87% | 134.76%-106.9pp | 418.34%-390.5pp | 35.59%-7.7pp |
| Employer contribution / active EE | $7,479 | $3,713+101.4% | $4,933+51.6% | $2,755+171.5% |
| Participant deferral / active EE | $11,845 | $6,644+78.3% | $8,070+46.8% | $4,296+175.7% |
| Admin fee / account holder | $1,320 | $7,941-83.4% | $12,998-89.8% | $6,918-80.9% |