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 | $30,621 | $57,281-46.5% | $86,612-64.6% | $75,163-59.3% |
| Participation rate | 83.7% | 63.2%+20.5pp | 71.7%+12.0pp | 67.2%+16.5pp |
| Annual return | 28.40% | 2670.75%-2642.3pp | 591.07%-562.7pp | 160.62%-132.2pp |
| Employer contribution / active EE | $2,025 | $2,314-12.5% | $3,022-33.0% | $2,670-24.2% |
| Participant deferral / active EE | $3,639 | $3,318+9.7% | $4,438-18.0% | $4,125-11.8% |
| Admin fee / account holder | $517 | $4,112-87.4% | $5,614-90.8% | $5,651-90.9% |