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 | $36,629 | $159,901-77.1% | $146,958-75.1% | $145,922-74.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 18.00% | 98.13%-80.1pp | 418.34%-400.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,072 | $5,286-60.8% | $4,933-58.0% | $4,660-55.5% |
| Participant deferral / active EE | $3,751 | $8,428-55.5% | $8,070-53.5% | $6,688-43.9% |
| Admin fee / account holder | $1,721 | $15,044-88.6% | $12,998-86.8% | $13,397-87.2% |