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 | $71,072 | $209,832-66.1% | $189,513-62.5% | $167,490-57.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.10% | 748.27%-728.2pp | 555.15%-535.1pp | 478.56%-458.5pp |
| Employer contribution / active EE | $9,533 | $6,914+37.9% | $6,162+54.7% | $4,837+97.1% |
| Participant deferral / active EE | $10,744 | $8,935+20.2% | $8,221+30.7% | $6,341+69.4% |
| Admin fee / account holder | $950 | $14,293-93.4% | $12,045-92.1% | $12,309-92.3% |