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 6-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 | $76,370 | $102,317-25.4% | $146,958-48.0% | $80,856-5.5% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 32.92% | 134.76%-101.8pp | 418.34%-385.4pp | 35.59%-2.7pp |
| Employer contribution / active EE | $7,967 | $3,713+114.6% | $4,933+61.5% | $2,755+189.2% |
| Participant deferral / active EE | $17,419 | $6,644+162.2% | $8,070+115.9% | $4,296+305.5% |
| Admin fee / account holder | $2,808 | $7,941-64.6% | $12,998-78.4% | $6,918-59.4% |