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 10-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 | $28,786 | $159,901-82.0% | $146,958-80.4% | $145,922-80.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 46.56% | 98.13%-51.6pp | 418.34%-371.8pp | 561.29%-514.7pp |
| Employer contribution / active EE | $3,470 | $5,286-34.4% | $4,933-29.7% | $4,660-25.5% |
| Participant deferral / active EE | $8,588 | $8,428+1.9% | $8,070+6.4% | $6,688+28.4% |
| Admin fee / account holder | $13,098 | $15,044-12.9% | $12,998+0.8% | $13,397-2.2% |