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 | $62,035 | $138,044-55.1% | $125,339-50.5% | $134,475-53.9% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | 50.59% | 750.33%-699.7pp | 572.05%-521.5pp | 417.96%-367.4pp |
| Employer contribution / active EE | $2,969 | $5,243-43.4% | $4,814-38.3% | $4,740-37.3% |
| Participant deferral / active EE | $5,196 | $7,799-33.4% | $7,446-30.2% | $6,400-18.8% |
| Admin fee / account holder | $1,092 | $11,571-90.6% | $10,010-89.1% | $11,426-90.4% |