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 6-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 | $72,732 | $159,901-54.5% | $146,958-50.5% | $145,922-50.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 20.74% | 98.13%-77.4pp | 418.34%-397.6pp | 561.29%-540.5pp |
| Employer contribution / active EE | $5,027 | $5,286-4.9% | $4,933+1.9% | $4,660+7.9% |
| Participant deferral / active EE | $15,620 | $8,428+85.3% | $8,070+93.6% | $6,688+133.6% |
| Admin fee / account holder | $20,852 | $15,044+38.6% | $12,998+60.4% | $13,397+55.6% |