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 | $159,934-64.8% | $147,005-61.8% | $145,959-61.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 44.42% | 98.24%-53.8pp | 418.76%-374.3pp | 561.95%-517.5pp |
| Employer contribution / active EE | $10,550 | $5,287+99.5% | $4,934+113.8% | $4,661+126.4% |
| Participant deferral / active EE | $22,750 | $8,427+170.0% | $8,070+181.9% | $6,689+240.1% |
| Admin fee / account holder | $7,316 | $15,053-51.4% | $13,006-43.7% | $13,398-45.4% |