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 | $35,690 | $210,648-83.1% | $177,989-79.9% | $145,922-75.5% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 57.86% | 385.86%-328.0pp | 294.48%-236.6pp | 561.29%-503.4pp |
| Employer contribution / active EE | $1,941 | $4,565-57.5% | $3,949-50.8% | $4,660-58.3% |
| Participant deferral / active EE | $3,831 | $6,958-44.9% | $6,276-39.0% | $6,688-42.7% |
| Admin fee / account holder | $1,151 | $12,013-90.4% | $10,363-88.9% | $13,397-91.4% |