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 7-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 | $138,270 | $159,901-13.5% | $146,958-5.9% | $145,922-5.2% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 19.31% | 98.13%-78.8pp | 418.34%-399.0pp | 561.29%-542.0pp |
| Employer contribution / active EE | $2,478 | $5,286-53.1% | $4,933-49.8% | $4,660-46.8% |
| Participant deferral / active EE | $6,797 | $8,428-19.4% | $8,070-15.8% | $6,688+1.6% |
| Admin fee / account holder | $7,359 | $15,044-51.1% | $12,998-43.4% | $13,397-45.1% |