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 | $52,917 | $209,832-74.8% | $189,513-72.1% | $167,490-68.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.40% | 748.27%-729.9pp | 555.15%-536.8pp | 478.56%-460.2pp |
| Employer contribution / active EE | $11,348 | $6,914+64.1% | $6,162+84.2% | $4,837+134.6% |
| Participant deferral / active EE | $12,081 | $8,935+35.2% | $8,221+47.0% | $6,341+90.5% |
| Admin fee / account holder | $2,821 | $14,293-80.3% | $12,045-76.6% | $12,309-77.1% |