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 | $56,631 | $138,044-59.0% | $125,339-54.8% | $134,475-57.9% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -2.87% | 750.33%-753.2pp | 572.05%-574.9pp | 417.96%-420.8pp |
| Employer contribution / active EE | $9,626 | $5,243+83.6% | $4,814+100.0% | $4,740+103.1% |
| Participant deferral / active EE | $7,788 | $7,799-0.1% | $7,446+4.6% | $6,400+21.7% |
| Admin fee / account holder | $451 | $11,571-96.1% | $10,010-95.5% | $11,426-96.0% |