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 7-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 | $93,713 | $159,901-41.4% | $146,958-36.2% | $145,922-35.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 34.58% | 98.13%-63.6pp | 418.34%-383.8pp | 561.29%-526.7pp |
| Employer contribution / active EE | $6,197 | $5,286+17.2% | $4,933+25.6% | $4,660+33.0% |
| Participant deferral / active EE | $13,849 | $8,428+64.3% | $8,070+71.6% | $6,688+107.1% |
| Admin fee / account holder | $362 | $15,044-97.6% | $12,998-97.2% | $13,397-97.3% |