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 | $50,149 | $115,770-56.7% | $101,248-50.5% | $158,922-68.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 98.23% | 56.14%+42.1pp | 46.47%+51.8pp | 302.83%-204.6pp |
| Employer contribution / active EE | $4,674 | $4,175+12.0% | $3,660+27.7% | $4,761-1.8% |
| Participant deferral / active EE | $5,229 | $4,957+5.5% | $4,370+19.6% | $5,982-12.6% |
| Admin fee / account holder | $5,877 | $7,245-18.9% | $5,945-1.2% | $11,246-47.7% |