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 | $72,427 | $175,202-58.7% | $149,673-51.6% | $139,434-48.1% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 49.44% | 166.71%-117.3pp | 134.42%-85.0pp | 372.94%-323.5pp |
| Employer contribution / active EE | $3,758 | $5,474-31.4% | $4,818-22.0% | $4,751-20.9% |
| Participant deferral / active EE | $9,923 | $6,519+52.2% | $5,680+74.7% | $6,710+47.9% |
| Admin fee / account holder | $876 | $16,150-94.6% | $13,210-93.4% | $11,403-92.3% |