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 9-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 | $133,609 | $88,751+50.5% | $81,812+63.3% | $145,922-8.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 21.65% | 1025.40%-1003.7pp | 773.79%-752.1pp | 561.29%-539.6pp |
| Employer contribution / active EE | $5,052 | $3,083+63.9% | $2,912+73.5% | $4,660+8.4% |
| Participant deferral / active EE | $13,962 | $4,643+200.7% | $4,319+223.3% | $6,688+108.8% |
| Admin fee / account holder | $7,032 | $8,415-16.4% | $7,386-4.8% | $13,397-47.5% |