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 | $55,186 | $74,888-26.3% | $71,209-22.5% | $142,382-61.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 30.50% | 345.14%-314.6pp | 282.51%-252.0pp | 217.08%-186.6pp |
| Employer contribution / active EE | $7,900 | $2,854+176.8% | $2,721+190.3% | $4,299+83.8% |
| Participant deferral / active EE | $16,967 | $4,454+280.9% | $4,175+306.4% | $6,507+160.7% |
| Admin fee / account holder | $1,274 | $5,568-77.1% | $5,349-76.2% | $12,624-89.9% |