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 | $27,612 | $133,958-79.4% | $112,228-75.4% | $134,475-79.5% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -15.68% | 47.11%-62.8pp | 27.45%-43.1pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,521 | $4,038-12.8% | $3,635-3.1% | $4,740-25.7% |
| Participant deferral / active EE | $9,666 | $5,291+82.7% | $4,728+104.4% | $6,400+51.0% |
| Admin fee / account holder | $14,828 | $7,489+98.0% | $6,410+131.3% | $11,426+29.8% |