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 | $18,773 | $96,635-80.6% | $86,612-78.3% | $139,434-86.5% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 26.03% | 106.41%-80.4pp | 591.07%-565.0pp | 372.94%-346.9pp |
| Employer contribution / active EE | $1,944 | $3,263-40.4% | $3,022-35.7% | $4,751-59.1% |
| Participant deferral / active EE | $5,171 | $4,836+6.9% | $4,438+16.5% | $6,710-22.9% |
| Admin fee / account holder | $343 | $6,408-94.6% | $5,614-93.9% | $11,403-97.0% |