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 | $76,325 | $150,187-49.2% | $120,354-36.6% | $145,922-47.7% |
| Participation rate | 85.0% | 78.8%+6.2pp | 71.9%+13.1pp | 80.3%+4.7pp |
| Annual return | 12.72% | 154.07%-141.3pp | 107.15%-94.4pp | 561.29%-548.6pp |
| Employer contribution / active EE | $5,483 | $4,348+26.1% | $3,463+58.3% | $4,660+17.7% |
| Participant deferral / active EE | $7,662 | $6,173+24.1% | $4,991+53.5% | $6,688+14.6% |
| Admin fee / account holder | $937 | $12,207-92.3% | $9,423-90.1% | $13,397-93.0% |