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 | $104,171 | $210,698-50.6% | $178,014-41.5% | $145,959-28.6% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 18.52% | 386.27%-367.8pp | 294.80%-276.3pp | 561.95%-543.4pp |
| Employer contribution / active EE | $2,447 | $4,567-46.4% | $3,950-38.1% | $4,661-47.5% |
| Participant deferral / active EE | $6,639 | $6,958-4.6% | $6,276+5.8% | $6,689-0.7% |
| Admin fee / account holder | $585 | $12,016-95.1% | $10,362-94.4% | $13,398-95.6% |