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 | $54,391 | $176,056-69.1% | $159,436-65.9% | $167,490-67.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 91.59% | 331.75%-240.2pp | 263.57%-172.0pp | 478.56%-387.0pp |
| Employer contribution / active EE | $5,944 | $5,297+12.2% | $4,829+23.1% | $4,837+22.9% |
| Participant deferral / active EE | $9,642 | $7,750+24.4% | $7,352+31.2% | $6,341+52.1% |
| Admin fee / account holder | $1,951 | $12,554-84.5% | $10,799-81.9% | $12,309-84.2% |