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 8-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 | $55,377 | $105,181-47.4% | $159,436-65.3% | $85,850-35.5% |
| Participation rate | 86.0% | 75.8%+10.3pp | 82.8%+3.2pp | 69.3%+16.7pp |
| Annual return | 18.77% | 45.07%-26.3pp | 263.57%-244.8pp | 318.53%-299.8pp |
| Employer contribution / active EE | $6,272 | $3,318+89.0% | $4,829+29.9% | $2,565+144.5% |
| Participant deferral / active EE | $11,613 | $5,945+95.3% | $7,352+58.0% | $3,952+193.9% |
| Admin fee / account holder | $16,749 | $6,933+141.6% | $10,799+55.1% | $6,260+167.6% |