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 | $20,092 | $159,901-87.4% | $146,958-86.3% | $145,922-86.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 11.24% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,111 | $5,286-79.0% | $4,933-77.5% | $4,660-76.2% |
| Participant deferral / active EE | $3,046 | $8,428-63.9% | $8,070-62.3% | $6,688-54.5% |
| Admin fee / account holder | $4,756 | $15,044-68.4% | $12,998-63.4% | $13,397-64.5% |