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 | $14,814 | $96,305-84.6% | $80,569-81.6% | $139,434-89.4% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 30.63% | 1350.08%-1319.5pp | 935.43%-904.8pp | 372.94%-342.3pp |
| Employer contribution / active EE | $1,826 | $3,262-44.0% | $2,723-33.0% | $4,751-61.6% |
| Participant deferral / active EE | $5,789 | $5,232+10.6% | $4,447+30.2% | $6,710-13.7% |
| Admin fee / account holder | $2,017 | $6,599-69.4% | $5,377-62.5% | $11,403-82.3% |