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 8-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 | $39,219 | $202,318-80.6% | $172,739-77.3% | $152,861-74.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.99% | 1029.65%-1000.7pp | 802.84%-773.9pp | 345.32%-316.3pp |
| Employer contribution / active EE | $8,798 | $5,856+50.2% | $5,143+71.1% | $4,762+84.7% |
| Participant deferral / active EE | $9,194 | $5,948+54.6% | $5,198+76.9% | $5,850+57.2% |
| Admin fee / account holder | $324 | $17,109-98.1% | $13,954-97.7% | $11,596-97.2% |