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 9-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 | $41,753 | $159,901-73.9% | $146,958-71.6% | $145,922-71.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 21.11% | 98.13%-77.0pp | 418.34%-397.2pp | 561.29%-540.2pp |
| Employer contribution / active EE | $2,215 | $5,286-58.1% | $4,933-55.1% | $4,660-52.5% |
| Participant deferral / active EE | $3,732 | $8,428-55.7% | $8,070-53.8% | $6,688-44.2% |
| Admin fee / account holder | $6,580 | $15,044-56.3% | $12,998-49.4% | $13,397-50.9% |