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 | $10,115 | $57,281-82.3% | $86,612-88.3% | $75,163-86.5% |
| Participation rate | 88.0% | 63.2%+24.8pp | 71.7%+16.3pp | 67.2%+20.8pp |
| Annual return | 40.97% | 2670.75%-2629.8pp | 591.07%-550.1pp | 160.62%-119.6pp |
| Employer contribution / active EE | $1,318 | $2,314-43.1% | $3,022-56.4% | $2,670-50.6% |
| Participant deferral / active EE | $3,355 | $3,318+1.1% | $4,438-24.4% | $4,125-18.7% |
| Admin fee / account holder | $309 | $4,112-92.5% | $5,614-94.5% | $5,651-94.5% |