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 | $58,035 | $96,635-39.9% | $86,612-33.0% | $139,434-58.4% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 131.18% | 106.41%+24.8pp | 591.07%-459.9pp | 372.94%-241.8pp |
| Employer contribution / active EE | $3,917 | $3,263+20.0% | $3,022+29.6% | $4,751-17.6% |
| Participant deferral / active EE | $5,798 | $4,836+19.9% | $4,438+30.7% | $6,710-13.6% |
| Admin fee / account holder | $7,015 | $6,408+9.5% | $5,614+25.0% | $11,403-38.5% |