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 3-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 | $36,913 | $159,901-76.9% | $146,958-74.9% | $145,922-74.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 148.28% | 98.13%+50.1pp | 418.34%-270.1pp | 561.29%-413.0pp |
| Employer contribution / active EE | $2,796 | $5,286-47.1% | $4,933-43.3% | $4,660-40.0% |
| Participant deferral / active EE | $8,915 | $8,428+5.8% | $8,070+10.5% | $6,688+33.3% |
| Admin fee / account holder | $2,053 | $15,044-86.4% | $12,998-84.2% | $13,397-84.7% |