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 8-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 | $63,002 | $159,901-60.6% | $146,958-57.1% | $145,922-56.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 12.92% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,612 | $5,286-50.6% | $4,933-47.1% | $4,660-43.9% |
| Participant deferral / active EE | $7,787 | $8,428-7.6% | $8,070-3.5% | $6,688+16.4% |
| Admin fee / account holder | $4,167 | $15,044-72.3% | $12,998-67.9% | $13,397-68.9% |