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 | $30,484 | $88,672-65.6% | $105,223-71.0% | $82,448-63.0% |
| Participation rate | 96.9% | 67.9%+29.0pp | 75.0%+21.8pp | 68.1%+28.8pp |
| Annual return | 21.41% | 30.86%-9.4pp | 180.65%-159.2pp | 41.64%-20.2pp |
| Employer contribution / active EE | $4,783 | $3,048+56.9% | $3,689+29.7% | $2,551+87.5% |
| Participant deferral / active EE | $8,692 | $4,036+115.4% | $5,072+71.4% | $4,139+110.0% |
| Admin fee / account holder | $2,386 | $7,146-66.6% | $8,859-73.1% | $7,234-67.0% |