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 | $24,196 | $159,901-84.9% | $146,958-83.5% | $145,922-83.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 20.30% | 98.13%-77.8pp | 418.34%-398.0pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,441 | $5,286-53.8% | $4,933-50.5% | $4,660-47.6% |
| Participant deferral / active EE | $7,035 | $8,428-16.5% | $8,070-12.8% | $6,688+5.2% |
| Admin fee / account holder | $1,150 | $15,044-92.4% | $12,998-91.2% | $13,397-91.4% |