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 | $26,655 | $80,812-67.0% | $160,784-83.4% | $82,448-67.7% |
| Participation rate | 88.2% | 66.2%+22.0pp | 77.0%+11.3pp | 68.1%+20.2pp |
| Annual return | 45.91% | 100.59%-54.7pp | 1803.92%-1758.0pp | 41.64%+4.3pp |
| Employer contribution / active EE | $2,789 | $2,174+28.3% | $3,733-25.3% | $2,551+9.3% |
| Participant deferral / active EE | $5,566 | $4,335+28.4% | $6,293-11.6% | $4,139+34.5% |
| Admin fee / account holder | $3,779 | $7,695-50.9% | $9,717-61.1% | $7,234-47.8% |