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 | $52,029 | $102,317-49.1% | $146,958-64.6% | $80,856-35.7% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.2%+9.3pp | 67.6%+23.9pp |
| Annual return | 20.47% | 134.76%-114.3pp | 418.34%-397.9pp | 35.59%-15.1pp |
| Employer contribution / active EE | $6,737 | $3,713+81.4% | $4,933+36.6% | $2,755+144.6% |
| Participant deferral / active EE | $13,297 | $6,644+100.1% | $8,070+64.8% | $4,296+209.5% |
| Admin fee / account holder | $7,825 | $7,941-1.5% | $12,998-39.8% | $6,918+13.1% |