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 | $53,644 | $102,317-47.6% | $146,958-63.5% | $80,856-33.7% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 13.28% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,875 | $3,713-22.6% | $4,933-41.7% | $2,755+4.3% |
| Participant deferral / active EE | $8,735 | $6,644+31.5% | $8,070+8.2% | $4,296+103.3% |
| Admin fee / account holder | $7,097 | $7,941-10.6% | $12,998-45.4% | $6,918+2.6% |