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 5-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 | $32,287 | $159,901-79.8% | $146,958-78.0% | $145,922-77.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 22.79% | 98.13%-75.3pp | 418.34%-395.5pp | 561.29%-538.5pp |
| Employer contribution / active EE | $2,378 | $5,286-55.0% | $4,933-51.8% | $4,660-49.0% |
| Participant deferral / active EE | $5,677 | $8,428-32.6% | $8,070-29.6% | $6,688-15.1% |
| Admin fee / account holder | $889 | $15,044-94.1% | $12,998-93.2% | $13,397-93.4% |