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 | $34,179 | $159,901-78.6% | $146,958-76.7% | $145,922-76.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 13.59% | 98.13%-84.5pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,050 | $5,286-80.1% | $4,933-78.7% | $4,660-77.5% |
| Participant deferral / active EE | $9,820 | $8,428+16.5% | $8,070+21.7% | $6,688+46.8% |
| Admin fee / account holder | $476 | $15,044-96.8% | $12,998-96.3% | $13,397-96.4% |