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 | $68,983 | $102,317-32.6% | $146,958-53.1% | $80,856-14.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 61.83% | 134.76%-72.9pp | 418.34%-356.5pp | 35.59%+26.2pp |
| Employer contribution / active EE | $7,941 | $3,713+113.9% | $4,933+61.0% | $2,755+188.3% |
| Participant deferral / active EE | $14,478 | $6,644+117.9% | $8,070+79.4% | $4,296+237.0% |
| Admin fee / account holder | $1,935 | $7,941-75.6% | $12,998-85.1% | $6,918-72.0% |