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 | $109,026 | $159,934-31.8% | $147,005-25.8% | $145,959-25.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.59% | 98.24%-83.7pp | 418.76%-404.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $8,867 | $5,287+67.7% | $4,934+79.7% | $4,661+90.2% |
| Participant deferral / active EE | $16,136 | $8,427+91.5% | $8,070+100.0% | $6,689+141.2% |
| Admin fee / account holder | $2,479 | $15,053-83.5% | $13,006-80.9% | $13,398-81.5% |