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 4-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 | $30,115 | $102,317-70.6% | $146,958-79.5% | $80,856-62.8% |
| Participation rate | 97.8% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 22.59% | 134.76%-112.2pp | 418.34%-395.7pp | 35.59%-13.0pp |
| Employer contribution / active EE | $7,426 | $3,713+100.0% | $4,933+50.5% | $2,755+169.6% |
| Participant deferral / active EE | $17,915 | $6,644+169.6% | $8,070+122.0% | $4,296+317.0% |
| Admin fee / account holder | $8,046 | $7,941+1.3% | $12,998-38.1% | $6,918+16.3% |