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 | $218,576 | $159,901+36.7% | $146,958+48.7% | $145,922+49.8% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 22.13% | 98.13%-76.0pp | 418.34%-396.2pp | 561.29%-539.2pp |
| Employer contribution / active EE | $3,906 | $5,286-26.1% | $4,933-20.8% | $4,660-16.2% |
| Participant deferral / active EE | $14,501 | $8,428+72.0% | $8,070+79.7% | $6,688+116.8% |
| Admin fee / account holder | $15,078 | $15,044+0.2% | $12,998+16.0% | $13,397+12.5% |