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 | $74,000 | $159,901-53.7% | $146,958-49.6% | $145,922-49.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 18.68% | 98.13%-79.5pp | 418.34%-399.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $2,662 | $5,286-49.6% | $4,933-46.0% | $4,660-42.9% |
| Participant deferral / active EE | $7,431 | $8,428-11.8% | $8,070-7.9% | $6,688+11.1% |
| Admin fee / account holder | $2,885 | $15,044-80.8% | $12,998-77.8% | $13,397-78.5% |