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 | $42,577 | $102,317-58.4% | $146,958-71.0% | $80,856-47.3% |
| Participation rate | 83.0% | 75.8%+7.1pp | 82.2%+0.8pp | 67.6%+15.3pp |
| Annual return | 42.01% | 134.76%-92.7pp | 418.34%-376.3pp | 35.59%+6.4pp |
| Employer contribution / active EE | $7,559 | $3,713+103.6% | $4,933+53.2% | $2,755+174.4% |
| Participant deferral / active EE | $14,948 | $6,644+125.0% | $8,070+85.2% | $4,296+248.0% |
| Admin fee / account holder | $3,957 | $7,941-50.2% | $12,998-69.6% | $6,918-42.8% |