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 | $58,964 | $106,890-44.8% | $84,015-29.8% | $152,861-61.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 140.48% | 104.99%+35.5pp | 71.31%+69.2pp | 345.32%-204.8pp |
| Employer contribution / active EE | $6,291 | $2,734+130.1% | $1,983+217.2% | $4,762+32.1% |
| Participant deferral / active EE | $6,568 | $4,011+63.7% | $3,239+102.8% | $5,850+12.3% |
| Admin fee / account holder | $365 | $8,285-95.6% | $6,101-94.0% | $11,596-96.9% |