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 3-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 | $34,302 | $159,901-78.5% | $146,958-76.7% | $145,922-76.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 17.90% | 98.13%-80.2pp | 418.34%-400.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $3,777 | $5,286-28.6% | $4,933-23.4% | $4,660-18.9% |
| Participant deferral / active EE | $10,036 | $8,428+19.1% | $8,070+24.4% | $6,688+50.1% |
| Admin fee / account holder | $5,139 | $15,044-65.8% | $12,998-60.5% | $13,397-61.6% |