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 | $56,226 | $159,901-64.8% | $146,958-61.7% | $145,922-61.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 44.42% | 98.13%-53.7pp | 418.34%-373.9pp | 561.29%-516.9pp |
| Employer contribution / active EE | $10,550 | $5,286+99.6% | $4,933+113.9% | $4,660+126.4% |
| Participant deferral / active EE | $22,750 | $8,428+169.9% | $8,070+181.9% | $6,688+240.2% |
| Admin fee / account holder | $7,316 | $15,044-51.4% | $12,998-43.7% | $13,397-45.4% |