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 | $38,018 | $102,317-62.8% | $146,958-74.1% | $80,856-53.0% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.2%+2.3pp | 67.6%+16.8pp |
| Annual return | 38.65% | 134.76%-96.1pp | 418.34%-379.7pp | 35.59%+3.1pp |
| Employer contribution / active EE | $4,676 | $3,713+25.9% | $4,933-5.2% | $2,755+69.7% |
| Participant deferral / active EE | $10,910 | $6,644+64.2% | $8,070+35.2% | $4,296+154.0% |
| Admin fee / account holder | $309 | $7,941-96.1% | $12,998-97.6% | $6,918-95.5% |