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 | $45,696 | $138,044-66.9% | $125,339-63.5% | $134,475-66.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -10.69% | 750.33%-761.0pp | 572.05%-582.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $4,472 | $5,243-14.7% | $4,814-7.1% | $4,740-5.6% |
| Participant deferral / active EE | $8,824 | $7,799+13.1% | $7,446+18.5% | $6,400+37.9% |
| Admin fee / account holder | $302 | $11,571-97.4% | $10,010-97.0% | $11,426-97.4% |