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 | $210,648-50.5% | $177,989-41.5% | $145,922-28.6% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 18.52% | 385.86%-367.3pp | 294.48%-276.0pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,447 | $4,565-46.4% | $3,949-38.0% | $4,660-47.5% |
| Participant deferral / active EE | $6,639 | $6,958-4.6% | $6,276+5.8% | $6,688-0.7% |
| Admin fee / account holder | $585 | $12,013-95.1% | $10,363-94.4% | $13,397-95.6% |