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 10-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 | $48,522 | $76,552-36.6% | $123,892-60.8% | $62,891-22.8% |
| Participation rate | 88.9% | 73.0%+15.9pp | 81.4%+7.5pp | 69.3%+19.6pp |
| Annual return | 241.75% | 18.68%+223.1pp | 47.52%+194.2pp | 20.14%+221.6pp |
| Employer contribution / active EE | $5,007 | $2,883+73.7% | $4,617+8.5% | $2,281+119.5% |
| Participant deferral / active EE | $8,344 | $4,840+72.4% | $5,984+39.4% | $3,203+160.5% |
| Admin fee / account holder | $658 | $4,826-86.4% | $8,357-92.1% | $4,296-84.7% |