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 6-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 | $77,522 | $159,934-51.5% | $147,005-47.3% | $145,959-46.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.47% | 98.24%-80.8pp | 418.76%-401.3pp | 561.95%-544.5pp |
| Employer contribution / active EE | $17,089 | $5,287+223.2% | $4,934+246.3% | $4,661+266.7% |
| Participant deferral / active EE | $14,321 | $8,427+69.9% | $8,070+77.5% | $6,689+114.1% |
| Admin fee / account holder | $751 | $15,053-95.0% | $13,006-94.2% | $13,398-94.4% |