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 | $32,793 | $165,335-80.2% | $149,696-78.1% | $158,922-79.4% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 82.08% | 348.15%-266.1pp | 276.60%-194.5pp | 302.83%-220.7pp |
| Employer contribution / active EE | $7,211 | $5,103+41.3% | $4,644+55.3% | $4,761+51.5% |
| Participant deferral / active EE | $3,545 | $7,181-50.6% | $6,842-48.2% | $5,982-40.7% |
| Admin fee / account holder | $481 | $10,807-95.6% | $9,309-94.8% | $11,246-95.7% |