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 3-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 | $20,109 | $74,888-73.1% | $71,209-71.8% | $142,382-85.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 103.44% | 345.14%-241.7pp | 282.51%-179.1pp | 217.08%-113.6pp |
| Employer contribution / active EE | $1,968 | $2,854-31.1% | $2,721-27.7% | $4,299-54.2% |
| Participant deferral / active EE | $4,806 | $4,454+7.9% | $4,175+15.1% | $6,507-26.1% |
| Admin fee / account holder | $10,964 | $5,568+96.9% | $5,349+105.0% | $12,624-13.1% |