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 | $39,122 | $102,317-61.8% | $146,958-73.4% | $80,856-51.6% |
| Participation rate | 97.9% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 12.70% | 134.76%-122.1pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,579 | $3,713-30.5% | $4,933-47.7% | $2,755-6.4% |
| Participant deferral / active EE | $5,993 | $6,644-9.8% | $8,070-25.7% | $4,296+39.5% |
| Admin fee / account holder | $2,105 | $7,941-73.5% | $12,998-83.8% | $6,918-69.6% |