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 | $73,612 | $78,705-6.5% | $117,854-37.5% | $70,131+5.0% |
| Participation rate | 86.3% | 73.2%+13.1pp | 79.7%+6.7pp | 69.5%+16.8pp |
| Annual return | 56.85% | 23.30%+33.6pp | 335.08%-278.2pp | 73.14%-16.3pp |
| Employer contribution / active EE | $2,393 | $2,223+7.7% | $3,786-36.8% | $2,342+2.2% |
| Participant deferral / active EE | $5,948 | $3,297+80.4% | $4,482+32.7% | $3,332+78.5% |
| Admin fee / account holder | $568 | $5,065-88.8% | $8,020-92.9% | $4,645-87.8% |