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 | $68,609 | $74,888-8.4% | $71,209-3.7% | $142,382-51.8% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 123.23% | 345.14%-221.9pp | 282.51%-159.3pp | 217.08%-93.8pp |
| Employer contribution / active EE | $2,554 | $2,854-10.5% | $2,721-6.2% | $4,299-40.6% |
| Participant deferral / active EE | $5,724 | $4,454+28.5% | $4,175+37.1% | $6,507-12.0% |
| Admin fee / account holder | $55,637 | $5,568+899.2% | $5,349+940.2% | $12,624+340.7% |