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 10-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 | $72,971 | $217,402-66.4% | $185,823-60.7% | $167,490-56.4% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 88.40% | 148.36%-60.0pp | 122.05%-33.7pp | 478.56%-390.2pp |
| Employer contribution / active EE | $6,825 | $5,873+16.2% | $5,167+32.1% | $4,837+41.1% |
| Participant deferral / active EE | $4,270 | $6,356-32.8% | $5,568-23.3% | $6,341-32.7% |
| Admin fee / account holder | $872 | $19,811-95.6% | $16,237-94.6% | $12,309-92.9% |