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 | $25,341 | $100,852-74.9% | $90,404-72.0% | $158,922-84.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 64.97% | 1724.20%-1659.2pp | 1293.02%-1228.0pp | 302.83%-237.9pp |
| Employer contribution / active EE | $5,532 | $3,689+50.0% | $3,262+69.6% | $4,761+16.2% |
| Participant deferral / active EE | $5,855 | $4,348+34.7% | $3,963+47.7% | $5,982-2.1% |
| Admin fee / account holder | $1,331 | $6,501-79.5% | $5,611-76.3% | $11,246-88.2% |