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 | $92,843 | $74,888+24.0% | $71,209+30.4% | $142,382-34.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.06% | 345.14%-329.1pp | 282.51%-266.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $6,174 | $2,854+116.3% | $2,721+126.9% | $4,299+43.6% |
| Participant deferral / active EE | $2,407 | $4,454-46.0% | $4,175-42.4% | $6,507-63.0% |
| Admin fee / account holder | $386 | $5,568-93.1% | $5,349-92.8% | $12,624-96.9% |