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 8-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 | $58,530 | $159,901-63.4% | $146,958-60.2% | $145,922-59.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 15.99% | 98.13%-82.1pp | 418.34%-402.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,261 | $5,286-38.3% | $4,933-33.9% | $4,660-30.0% |
| Participant deferral / active EE | $10,475 | $8,428+24.3% | $8,070+29.8% | $6,688+56.6% |
| Admin fee / account holder | $3,887 | $15,044-74.2% | $12,998-70.1% | $13,397-71.0% |