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 8-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 | $42,341 | $159,901-73.5% | $146,958-71.2% | $145,922-71.0% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 21.93% | 98.13%-76.2pp | 418.34%-396.4pp | 561.29%-539.4pp |
| Employer contribution / active EE | $1,523 | $5,286-71.2% | $4,933-69.1% | $4,660-67.3% |
| Participant deferral / active EE | $5,868 | $8,428-30.4% | $8,070-27.3% | $6,688-12.3% |
| Admin fee / account holder | $883 | $15,044-94.1% | $12,998-93.2% | $13,397-93.4% |