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 7-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 | $26,565 | $159,901-83.4% | $146,958-81.9% | $145,922-81.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 21.94% | 98.13%-76.2pp | 418.34%-396.4pp | 561.29%-539.3pp |
| Employer contribution / active EE | $1,391 | $5,286-73.7% | $4,933-71.8% | $4,660-70.1% |
| Participant deferral / active EE | $7,677 | $8,428-8.9% | $8,070-4.9% | $6,688+14.8% |
| Admin fee / account holder | $305 | $15,044-98.0% | $12,998-97.7% | $13,397-97.7% |