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 | $76,580 | $159,901-52.1% | $146,958-47.9% | $145,922-47.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.85% | 98.13%-80.3pp | 418.34%-400.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $3,028 | $5,286-42.7% | $4,933-38.6% | $4,660-35.0% |
| Participant deferral / active EE | $9,652 | $8,428+14.5% | $8,070+19.6% | $6,688+44.3% |
| Admin fee / account holder | $957 | $15,044-93.6% | $12,998-92.6% | $13,397-92.9% |