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 3-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 | $61,174 | $159,934-61.8% | $147,005-58.4% | $145,959-58.1% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 14.31% | 98.24%-83.9pp | 418.76%-404.5pp | 561.95%-547.6pp |
| Employer contribution / active EE | $6,039 | $5,287+14.2% | $4,934+22.4% | $4,661+29.6% |
| Participant deferral / active EE | $15,289 | $8,427+81.4% | $8,070+89.5% | $6,689+128.6% |
| Admin fee / account holder | $430 | $15,053-97.1% | $13,006-96.7% | $13,398-96.8% |