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 4-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 | $47,746 | $159,934-70.1% | $147,005-67.5% | $145,959-67.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.66% | 98.24%-87.6pp | 418.76%-408.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $7,871 | $5,287+48.9% | $4,934+59.5% | $4,661+68.9% |
| Participant deferral / active EE | $9,071 | $8,427+7.6% | $8,070+12.4% | $6,689+35.6% |
| Admin fee / account holder | $3,834 | $15,053-74.5% | $13,006-70.5% | $13,398-71.4% |