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 5-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 | $60,539 | $111,724-45.8% | $93,606-35.3% | $145,922-58.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.24% | 202.98%-193.7pp | 133.20%-124.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $682 | $3,090-77.9% | $2,420-71.8% | $4,660-85.4% |
| Participant deferral / active EE | $10,102 | $4,912+105.7% | $4,411+129.0% | $6,688+51.1% |
| Admin fee / account holder | $727 | $10,250-92.9% | $8,285-91.2% | $13,397-94.6% |