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 | $37,800 | $83,902-54.9% | $167,512-77.4% | $84,808-55.4% |
| Participation rate | 96.4% | 66.5%+30.0pp | 77.1%+19.4pp | 68.3%+28.1pp |
| Annual return | 14.86% | 91.55%-76.7pp | 1615.79%-1600.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,860 | $2,264-17.9% | $3,882-52.1% | $2,631-29.3% |
| Participant deferral / active EE | $4,304 | $4,442-3.1% | $6,405-32.8% | $4,212+2.2% |
| Admin fee / account holder | $7,276 | $7,915-8.1% | $9,769-25.5% | $7,344-0.9% |