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 4-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 | $39,898 | $159,901-75.0% | $146,958-72.9% | $145,922-72.7% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 51.04% | 98.13%-47.1pp | 418.34%-367.3pp | 561.29%-510.2pp |
| Employer contribution / active EE | $3,773 | $5,286-28.6% | $4,933-23.5% | $4,660-19.0% |
| Participant deferral / active EE | $11,486 | $8,428+36.3% | $8,070+42.3% | $6,688+71.8% |
| Admin fee / account holder | $1,312 | $15,044-91.3% | $12,998-89.9% | $13,397-90.2% |