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 | $73,874 | $149,040-50.4% | $120,225-38.6% | $137,256-46.2% |
| Participation rate | 91.3% | 75.4%+15.9pp | 69.6%+21.7pp | 80.0%+11.3pp |
| Annual return | 20.15% | 605.68%-585.5pp | 439.23%-419.1pp | 220.34%-200.2pp |
| Employer contribution / active EE | $10,158 | $4,350+133.5% | $3,475+192.3% | $4,156+144.4% |
| Participant deferral / active EE | $15,806 | $4,655+239.6% | $3,999+295.3% | $6,407+146.7% |
| Admin fee / account holder | $8,526 | $6,348+34.3% | $5,696+49.7% | $12,270-30.5% |