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 | $160,472 | $209,832-23.5% | $189,513-15.3% | $167,490-4.2% |
| Participation rate | 82.4% | 88.7%-6.3pp | 87.8%-5.5pp | 82.1%+0.2pp |
| Annual return | 16.66% | 748.27%-731.6pp | 555.15%-538.5pp | 478.56%-461.9pp |
| Employer contribution / active EE | $7,251 | $6,914+4.9% | $6,162+17.7% | $4,837+49.9% |
| Participant deferral / active EE | $15,478 | $8,935+73.2% | $8,221+88.3% | $6,341+144.1% |
| Admin fee / account holder | $1,519 | $14,293-89.4% | $12,045-87.4% | $12,309-87.7% |