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 | $60,530 | $102,317-40.8% | $146,958-58.8% | $80,856-25.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 16.60% | 134.76%-118.2pp | 418.34%-401.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $19,171 | $3,713+416.3% | $4,933+288.6% | $2,755+595.9% |
| Participant deferral / active EE | $39,949 | $6,644+501.3% | $8,070+395.0% | $4,296+830.0% |
| Admin fee / account holder | $12,134 | $7,941+52.8% | $12,998-6.6% | $6,918+75.4% |