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 | $41,495 | $210,648-80.3% | $177,989-76.7% | $145,922-71.6% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 12.19% | 385.86%-373.7pp | 294.48%-282.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,964 | $4,565-57.0% | $3,949-50.3% | $4,660-57.8% |
| Participant deferral / active EE | $7,136 | $6,958+2.6% | $6,276+13.7% | $6,688+6.7% |
| Admin fee / account holder | $325 | $12,013-97.3% | $10,363-96.9% | $13,397-97.6% |