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 | $36,440 | $102,317-64.4% | $146,958-75.2% | $80,856-54.9% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 47.67% | 134.76%-87.1pp | 418.34%-370.7pp | 35.59%+12.1pp |
| Employer contribution / active EE | $2,159 | $3,713-41.8% | $4,933-56.2% | $2,755-21.6% |
| Participant deferral / active EE | $4,354 | $6,644-34.5% | $8,070-46.0% | $4,296+1.4% |
| Admin fee / account holder | $308 | $7,941-96.1% | $12,998-97.6% | $6,918-95.5% |