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 9-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 | $67,697 | $159,901-57.7% | $146,958-53.9% | $145,922-53.6% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 11.74% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,123 | $5,286-78.8% | $4,933-77.2% | $4,660-75.9% |
| Participant deferral / active EE | $5,872 | $8,428-30.3% | $8,070-27.2% | $6,688-12.2% |
| Admin fee / account holder | $8,269 | $15,044-45.0% | $12,998-36.4% | $13,397-38.3% |