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 | $53,032 | $65,561-19.1% | $86,188-38.5% | $75,163-29.4% |
| Participation rate | 86.2% | 60.5%+25.7pp | 69.0%+17.2pp | 67.2%+19.0pp |
| Annual return | 85.25% | 46.05%+39.2pp | 1168.45%-1083.2pp | 160.62%-75.4pp |
| Employer contribution / active EE | $2,705 | $1,553+74.2% | $2,380+13.7% | $2,670+1.3% |
| Participant deferral / active EE | $6,913 | $3,024+128.6% | $3,985+73.5% | $4,125+67.6% |
| Admin fee / account holder | $4,029 | $5,474-26.4% | $6,852-41.2% | $5,651-28.7% |