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 5-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 | $66,041 | $96,635-31.7% | $86,612-23.8% | $139,434-52.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 22.68% | 106.41%-83.7pp | 591.07%-568.4pp | 372.94%-350.3pp |
| Employer contribution / active EE | $3,101 | $3,263-5.0% | $3,022+2.6% | $4,751-34.7% |
| Participant deferral / active EE | $5,858 | $4,836+21.1% | $4,438+32.0% | $6,710-12.7% |
| Admin fee / account holder | $1,738 | $6,408-72.9% | $5,614-69.1% | $11,403-84.8% |