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 | $73,313 | $105,181-30.3% | $159,436-54.0% | $85,850-14.6% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.8%+14.6pp | 69.3%+28.1pp |
| Annual return | 13.64% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $7,015 | $3,318+111.4% | $4,829+45.3% | $2,565+173.5% |
| Participant deferral / active EE | $6,701 | $5,945+12.7% | $7,352-8.9% | $3,952+69.6% |
| Admin fee / account holder | $12,936 | $6,933+86.6% | $10,799+19.8% | $6,260+106.7% |