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 6-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 | $73,879 | $93,571-21.0% | $135,903-45.6% | $75,163-1.7% |
| Participation rate | 98.1% | 75.2%+23.0pp | 81.9%+16.2pp | 67.2%+31.0pp |
| Annual return | 135.66% | 30.90%+104.8pp | 68.23%+67.4pp | 160.62%-25.0pp |
| Employer contribution / active EE | $5,005 | $3,537+41.5% | $4,856+3.1% | $2,670+87.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,941 | $6,975-72.2% | $10,762-82.0% | $5,651-65.6% |