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 | $87,886 | $159,901-45.0% | $146,958-40.2% | $145,922-39.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.95% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $5,790 | $5,286+9.5% | $4,933+17.4% | $4,660+24.3% |
| Participant deferral / active EE | $16,321 | $8,428+93.6% | $8,070+102.2% | $6,688+144.0% |
| Admin fee / account holder | $1,984 | $15,044-86.8% | $12,998-84.7% | $13,397-85.2% |