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 6-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 | $22,319 | $52,353-57.4% | $120,225-81.4% | $82,448-72.9% |
| Participation rate | 87.5% | 58.3%+29.2pp | 69.6%+17.9pp | 68.1%+19.4pp |
| Annual return | 24.02% | 61.85%-37.8pp | 439.23%-415.2pp | 41.64%-17.6pp |
| Employer contribution / active EE | $3,651 | $1,510+141.8% | $3,475+5.1% | $2,551+43.1% |
| Participant deferral / active EE | $4,917 | $2,627+87.2% | $3,999+23.0% | $4,139+18.8% |
| Admin fee / account holder | $324 | $4,363-92.6% | $5,696-94.3% | $7,234-95.5% |