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 | $32,334 | $102,317-68.4% | $146,958-78.0% | $80,856-60.0% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.2%+15.8pp | 67.6%+30.4pp |
| Annual return | 32.43% | 134.76%-102.3pp | 418.34%-385.9pp | 35.59%-3.2pp |
| Employer contribution / active EE | $4,910 | $3,713+32.2% | $4,933-0.5% | $2,755+78.2% |
| Participant deferral / active EE | $8,049 | $6,644+21.1% | $8,070-0.3% | $4,296+87.4% |
| Admin fee / account holder | $716 | $7,941-91.0% | $12,998-94.5% | $6,918-89.6% |