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 | $53,516-58.3% | $126,539-82.4% | $84,808-73.7% |
| Participation rate | 87.5% | 58.2%+29.3pp | 69.8%+17.7pp | 68.3%+19.2pp |
| Annual return | 24.02% | 58.34%-34.3pp | 425.95%-401.9pp | 40.90%-16.9pp |
| Employer contribution / active EE | $3,651 | $1,535+137.9% | $3,674-0.6% | $2,631+38.8% |
| Participant deferral / active EE | $4,917 | $2,671+84.1% | $4,083+20.4% | $4,212+16.7% |
| Admin fee / account holder | $324 | $4,497-92.8% | $6,065-94.7% | $7,344-95.6% |