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 | $35,933 | $202,318-82.2% | $172,739-79.2% | $152,861-76.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 51.61% | 1029.65%-978.0pp | 802.84%-751.2pp | 345.32%-293.7pp |
| Employer contribution / active EE | $1,412 | $5,856-75.9% | $5,143-72.5% | $4,762-70.3% |
| Participant deferral / active EE | $7,042 | $5,948+18.4% | $5,198+35.5% | $5,850+20.4% |
| Admin fee / account holder | $6,364 | $17,109-62.8% | $13,954-54.4% | $11,596-45.1% |