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 5-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 | $31,452 | $159,901-80.3% | $146,958-78.6% | $145,922-78.4% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 15.44% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,136 | $5,286-21.8% | $4,933-16.2% | $4,660-11.2% |
| Participant deferral / active EE | $7,283 | $8,428-13.6% | $8,070-9.8% | $6,688+8.9% |
| Admin fee / account holder | $3,553 | $15,044-76.4% | $12,998-72.7% | $13,397-73.5% |