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 | $16,301 | $96,635-83.1% | $86,612-81.2% | $139,434-88.3% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 23.96% | 106.41%-82.5pp | 591.07%-567.1pp | 372.94%-349.0pp |
| Employer contribution / active EE | $2,958 | $3,263-9.3% | $3,022-2.1% | $4,751-37.7% |
| Participant deferral / active EE | $5,460 | $4,836+12.9% | $4,438+23.0% | $6,710-18.6% |
| Admin fee / account holder | $2,531 | $6,408-60.5% | $5,614-54.9% | $11,403-77.8% |