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 | $23,270 | $159,901-85.4% | $146,958-84.2% | $145,922-84.1% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 47.95% | 98.13%-50.2pp | 418.34%-370.4pp | 561.29%-513.3pp |
| Employer contribution / active EE | $2,414 | $5,286-54.3% | $4,933-51.1% | $4,660-48.2% |
| Participant deferral / active EE | $3,993 | $8,428-52.6% | $8,070-50.5% | $6,688-40.3% |
| Admin fee / account holder | $2,325 | $15,044-84.5% | $12,998-82.1% | $13,397-82.6% |