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 | $60,707 | $159,901-62.0% | $146,958-58.7% | $145,922-58.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 17.72% | 98.13%-80.4pp | 418.34%-400.6pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,910 | $5,286-44.9% | $4,933-41.0% | $4,660-37.5% |
| Participant deferral / active EE | $9,905 | $8,428+17.5% | $8,070+22.7% | $6,688+48.1% |
| Admin fee / account holder | $10,395 | $15,044-30.9% | $12,998-20.0% | $13,397-22.4% |