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 4-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 | $11,656 | $29,319-60.2% | $52,425-77.8% | $82,448-85.9% |
| Participation rate | 80.0% | 46.9%+33.1pp | 55.6%+24.4pp | 68.1%+11.9pp |
| Annual return | 80.83% | 535.20%-454.4pp | 302.12%-221.3pp | 41.64%+39.2pp |
| Employer contribution / active EE | $803 | $586+36.9% | $914-12.2% | $2,551-68.5% |
| Participant deferral / active EE | $1,665 | $1,171+42.2% | $1,790-7.0% | $4,139-59.8% |
| Admin fee / account holder | $655 | $1,962-66.6% | $2,495-73.7% | $7,234-90.9% |