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 | $51,421 | $96,305-46.6% | $80,569-36.2% | $139,434-63.1% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 13.77% | 1350.08%-1336.3pp | 935.43%-921.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $641 | $3,262-80.3% | $2,723-76.5% | $4,751-86.5% |
| Participant deferral / active EE | $3,423 | $5,232-34.6% | $4,447-23.0% | $6,710-49.0% |
| Admin fee / account holder | $1,378 | $6,599-79.1% | $5,377-74.4% | $11,403-87.9% |