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 | $21,745 | $74,888-71.0% | $71,209-69.5% | $142,382-84.7% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 183.55% | 345.14%-161.6pp | 282.51%-99.0pp | 217.08%-33.5pp |
| Employer contribution / active EE | $7,164 | $2,854+151.0% | $2,721+163.3% | $4,299+66.6% |
| Participant deferral / active EE | $9,671 | $4,454+117.1% | $4,175+131.6% | $6,507+48.6% |
| Admin fee / account holder | $3,325 | $5,568-40.3% | $5,349-37.8% | $12,624-73.7% |