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 | $123,003 | $108,642+13.2% | $74,701+64.7% | $152,861-19.5% |
| Participation rate | 80.0% | 65.3%+14.7pp | 54.5%+25.5pp | 82.4%-2.4pp |
| Annual return | 20.46% | 114.06%-93.6pp | 752.92%-732.5pp | 345.32%-324.9pp |
| Employer contribution / active EE | $6,411 | $1,503+326.6% | $1,084+491.6% | $4,762+34.6% |
| Participant deferral / active EE | $5,291 | $2,712+95.1% | $1,964+169.5% | $5,850-9.6% |
| Admin fee / account holder | $399 | $4,902-91.9% | $3,333-88.0% | $11,596-96.6% |