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 6-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 | $20,554 | $80,812-74.6% | $160,784-87.2% | $82,448-75.1% |
| Participation rate | 95.0% | 66.2%+28.8pp | 77.0%+18.0pp | 68.1%+26.9pp |
| Annual return | 21.14% | 100.59%-79.5pp | 1803.92%-1782.8pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,747 | $2,174+26.4% | $3,733-26.4% | $2,551+7.7% |
| Participant deferral / active EE | $3,162 | $4,335-27.1% | $6,293-49.8% | $4,139-23.6% |
| Admin fee / account holder | $1,390 | $7,695-81.9% | $9,717-85.7% | $7,234-80.8% |