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 | $55,186 | $72,071-23.4% | $68,368-19.3% | $137,256-59.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 30.50% | 353.14%-322.6pp | 292.57%-262.1pp | 220.34%-189.8pp |
| Employer contribution / active EE | $7,900 | $2,788+183.4% | $2,649+198.2% | $4,156+90.1% |
| Participant deferral / active EE | $16,967 | $4,410+284.7% | $4,123+311.5% | $6,407+164.8% |
| Admin fee / account holder | $1,274 | $5,336-76.1% | $5,150-75.3% | $12,270-89.6% |