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 | $52,040 | $202,318-74.3% | $172,739-69.9% | $152,861-66.0% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 34.24% | 1029.65%-995.4pp | 802.84%-768.6pp | 345.32%-311.1pp |
| Employer contribution / active EE | $6,244 | $5,856+6.6% | $5,143+21.4% | $4,762+31.1% |
| Participant deferral / active EE | $13,442 | $5,948+126.0% | $5,198+158.6% | $5,850+129.8% |
| Admin fee / account holder | $1,938 | $17,109-88.7% | $13,954-86.1% | $11,596-83.3% |