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 | $230,354 | $102,317+125.1% | $146,958+56.7% | $80,856+184.9% |
| Participation rate | 96.1% | 75.8%+20.2pp | 82.2%+13.9pp | 67.6%+28.4pp |
| Annual return | 52.00% | 134.76%-82.8pp | 418.34%-366.3pp | 35.59%+16.4pp |
| Employer contribution / active EE | $868 | $3,713-76.6% | $4,933-82.4% | $2,755-68.5% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,333 | $7,941-45.4% | $12,998-66.7% | $6,918-37.4% |