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 | $104,722 | $74,888+39.8% | $71,209+47.1% | $142,382-26.5% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 56.45% | 345.14%-288.7pp | 282.51%-226.1pp | 217.08%-160.6pp |
| Employer contribution / active EE | $6,311 | $2,854+121.1% | $2,721+131.9% | $4,299+46.8% |
| Participant deferral / active EE | $4,765 | $4,454+7.0% | $4,175+14.1% | $6,507-26.8% |
| Admin fee / account holder | $5,368 | $5,568-3.6% | $5,349+0.4% | $12,624-57.5% |