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 9-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 | $23,239 | $159,901-85.5% | $146,958-84.2% | $145,922-84.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 27.91% | 98.13%-70.2pp | 418.34%-390.4pp | 561.29%-533.4pp |
| Employer contribution / active EE | $2,554 | $5,286-51.7% | $4,933-48.2% | $4,660-45.2% |
| Participant deferral / active EE | $4,394 | $8,428-47.9% | $8,070-45.6% | $6,688-34.3% |
| Admin fee / account holder | $935 | $15,044-93.8% | $12,998-92.8% | $13,397-93.0% |