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 | $55,742 | $83,902-33.6% | $167,512-66.7% | $84,808-34.3% |
| Participation rate | 83.0% | 66.5%+16.6pp | 77.1%+6.0pp | 68.3%+14.7pp |
| Annual return | 17.36% | 91.55%-74.2pp | 1615.79%-1598.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $5,859 | $2,264+158.8% | $3,882+50.9% | $2,631+122.7% |
| Participant deferral / active EE | $8,532 | $4,442+92.1% | $6,405+33.2% | $4,212+102.6% |
| Admin fee / account holder | $11,196 | $7,915+41.5% | $9,769+14.6% | $7,344+52.5% |