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 | $38,418 | $159,901-76.0% | $146,958-73.9% | $145,922-73.7% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 22.00% | 98.13%-76.1pp | 418.34%-396.3pp | 561.29%-539.3pp |
| Employer contribution / active EE | $7,161 | $5,286+35.5% | $4,933+45.2% | $4,660+53.7% |
| Participant deferral / active EE | $12,533 | $8,428+48.7% | $8,070+55.3% | $6,688+87.4% |
| Admin fee / account holder | $1,213 | $15,044-91.9% | $12,998-90.7% | $13,397-90.9% |