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 | $52,277 | $80,812-35.3% | $160,784-67.5% | $82,448-36.6% |
| Participation rate | 96.0% | 66.2%+29.8pp | 77.0%+19.0pp | 68.1%+27.9pp |
| Annual return | 17.93% | 100.59%-82.7pp | 1803.92%-1786.0pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,853 | $2,174+77.2% | $3,733+3.2% | $2,551+51.0% |
| Participant deferral / active EE | $7,478 | $4,335+72.5% | $6,293+18.8% | $4,139+80.7% |
| Admin fee / account holder | $1,592 | $7,695-79.3% | $9,717-83.6% | $7,234-78.0% |