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 6-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 | $55,020 | $209,832-73.8% | $189,513-71.0% | $167,490-67.2% |
| Participation rate | 95.0% | 88.7%+6.3pp | 87.8%+7.2pp | 82.1%+12.9pp |
| Annual return | 184.14% | 748.27%-564.1pp | 555.15%-371.0pp | 478.56%-294.4pp |
| Employer contribution / active EE | $7,678 | $6,914+11.1% | $6,162+24.6% | $4,837+58.7% |
| Participant deferral / active EE | $12,515 | $8,935+40.1% | $8,221+52.2% | $6,341+97.4% |
| Admin fee / account holder | $2,174 | $14,293-84.8% | $12,045-82.0% | $12,309-82.3% |