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 | $52,790 | $159,901-67.0% | $146,958-64.1% | $145,922-63.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 11.91% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $5,913 | $5,286+11.9% | $4,933+19.9% | $4,660+26.9% |
| Participant deferral / active EE | $12,179 | $8,428+44.5% | $8,070+50.9% | $6,688+82.1% |
| Admin fee / account holder | $15,198 | $15,044+1.0% | $12,998+16.9% | $13,397+13.4% |