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 7-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 | $57,790 | $159,901-63.9% | $146,958-60.7% | $145,922-60.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.38% | 98.13%-84.7pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,346 | $5,286-36.7% | $4,933-32.2% | $4,660-28.2% |
| Participant deferral / active EE | $7,812 | $8,428-7.3% | $8,070-3.2% | $6,688+16.8% |
| Admin fee / account holder | $395 | $15,044-97.4% | $12,998-97.0% | $13,397-97.1% |