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 | $55,649 | $96,635-42.4% | $86,612-35.7% | $139,434-60.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 16.54% | 106.41%-89.9pp | 591.07%-574.5pp | 372.94%-356.4pp |
| Employer contribution / active EE | $5,663 | $3,263+73.5% | $3,022+87.4% | $4,751+19.2% |
| Participant deferral / active EE | $8,088 | $4,836+67.3% | $4,438+82.3% | $6,710+20.5% |
| Admin fee / account holder | $3,917 | $6,408-38.9% | $5,614-30.2% | $11,403-65.6% |