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 3-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 | $28,513 | $108,919-73.8% | $100,391-71.6% | $145,922-80.5% |
| Participation rate | 91.7% | 82.9%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 137.65% | 57.88%+79.8pp | 49.20%+88.4pp | 561.29%-423.6pp |
| Employer contribution / active EE | $3,024 | $4,419-31.6% | $3,942-23.3% | $4,660-35.1% |
| Participant deferral / active EE | $6,972 | $8,445-17.4% | $8,082-13.7% | $6,688+4.2% |
| Admin fee / account holder | $731 | $9,689-92.5% | $7,899-90.7% | $13,397-94.5% |