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 | $35,629 | $109,327-67.4% | $89,391-60.1% | $158,922-77.6% |
| Participation rate | 81.8% | 74.3%+7.6pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 46.76% | 345.68%-298.9pp | 245.62%-198.9pp | 302.83%-256.1pp |
| Employer contribution / active EE | $7,138 | $3,170+125.2% | $2,586+176.1% | $4,761+49.9% |
| Participant deferral / active EE | $3,090 | $4,598-32.8% | $3,890-20.6% | $5,982-48.3% |
| Admin fee / account holder | $632 | $6,153-89.7% | $4,881-87.1% | $11,246-94.4% |