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 | $60,015 | $159,901-62.5% | $146,958-59.2% | $145,922-58.9% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 15.87% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $9,060 | $5,286+71.4% | $4,933+83.7% | $4,660+94.4% |
| Participant deferral / active EE | $18,092 | $8,428+114.7% | $8,070+124.2% | $6,688+170.5% |
| Admin fee / account holder | $13,401 | $15,044-10.9% | $12,998+3.1% | $13,3970% |