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 | $58,576 | $159,901-63.4% | $146,958-60.1% | $145,922-59.9% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 74.34% | 98.13%-23.8pp | 418.34%-344.0pp | 561.29%-486.9pp |
| Employer contribution / active EE | $6,868 | $5,286+29.9% | $4,933+39.2% | $4,660+47.4% |
| Participant deferral / active EE | $12,177 | $8,428+44.5% | $8,070+50.9% | $6,688+82.1% |
| Admin fee / account holder | $8,132 | $15,044-45.9% | $12,998-37.4% | $13,397-39.3% |