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 | $34,158 | $159,901-78.6% | $146,958-76.8% | $145,922-76.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.55% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,589 | $5,286-32.1% | $4,933-27.3% | $4,660-23.0% |
| Participant deferral / active EE | $10,436 | $8,428+23.8% | $8,070+29.3% | $6,688+56.0% |
| Admin fee / account holder | $9,690 | $15,044-35.6% | $12,998-25.5% | $13,397-27.7% |