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 | $45,087 | $159,901-71.8% | $146,958-69.3% | $145,922-69.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 25.45% | 98.13%-72.7pp | 418.34%-392.9pp | 561.29%-535.8pp |
| Employer contribution / active EE | $2,692 | $5,286-49.1% | $4,933-45.4% | $4,660-42.2% |
| Participant deferral / active EE | $6,212 | $8,428-26.3% | $8,070-23.0% | $6,688-7.1% |
| Admin fee / account holder | $698 | $15,044-95.4% | $12,998-94.6% | $13,397-94.8% |