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 | $20,938 | $108,912-80.8% | $100,383-79.1% | $145,959-85.7% |
| Participation rate | 72.2% | 83.0%-10.7pp | 81.5%-9.3pp | 80.3%-8.1pp |
| Annual return | 85.31% | 57.96%+27.3pp | 49.26%+36.0pp | 561.95%-476.6pp |
| Employer contribution / active EE | $1,582 | $4,423-64.2% | $3,944-59.9% | $4,661-66.1% |
| Participant deferral / active EE | $4,073 | $8,451-51.8% | $8,086-49.6% | $6,689-39.1% |
| Admin fee / account holder | $969 | $9,690-90.0% | $7,900-87.7% | $13,398-92.8% |