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 | $102,382-64.4% | $147,005-75.2% | $80,874-54.9% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 47.67% | 134.89%-87.2pp | 418.76%-371.1pp | 35.62%+12.1pp |
| Employer contribution / active EE | $2,159 | $3,715-41.9% | $4,934-56.2% | $2,756-21.6% |
| Participant deferral / active EE | $4,354 | $6,646-34.5% | $8,070-46.0% | $4,297+1.3% |
| Admin fee / account holder | $308 | $7,942-96.1% | $13,006-97.6% | $6,935-95.6% |