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 | $43,312 | $102,317-57.7% | $146,958-70.5% | $80,856-46.4% |
| Participation rate | 98.6% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 55.25% | 134.76%-79.5pp | 418.34%-363.1pp | 35.59%+19.7pp |
| Employer contribution / active EE | $9,727 | $3,713+162.0% | $4,933+97.2% | $2,755+253.1% |
| Participant deferral / active EE | $9,668 | $6,644+45.5% | $8,070+19.8% | $4,296+125.1% |
| Admin fee / account holder | $2,274 | $7,941-71.4% | $12,998-82.5% | $6,918-67.1% |