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 | $138,479 | $72,071+92.1% | $68,368+102.6% | $137,256+0.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 89.82% | 353.14%-263.3pp | 292.57%-202.7pp | 220.34%-130.5pp |
| Employer contribution / active EE | $1,379 | $2,788-50.5% | $2,649-47.9% | $4,156-66.8% |
| Participant deferral / active EE | $10,231 | $4,410+132.0% | $4,123+148.2% | $6,407+59.7% |
| Admin fee / account holder | $7,453 | $5,336+39.7% | $5,150+44.7% | $12,270-39.3% |