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 5-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 | $69,055 | $102,317-32.5% | $146,958-53.0% | $80,856-14.6% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.2%+14.0pp | 67.6%+28.6pp |
| Annual return | 95.74% | 134.76%-39.0pp | 418.34%-322.6pp | 35.59%+60.2pp |
| Employer contribution / active EE | $11,135 | $3,713+199.9% | $4,933+125.7% | $2,755+304.2% |
| Participant deferral / active EE | $14,976 | $6,644+125.4% | $8,070+85.6% | $4,296+248.6% |
| Admin fee / account holder | $4,874 | $7,941-38.6% | $12,998-62.5% | $6,918-29.5% |