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 | $42,778 | $214,378-80.0% | $200,582-78.7% | $142,382-70.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 104.69% | 46.41%+58.3pp | 42.33%+62.4pp | 217.08%-112.4pp |
| Employer contribution / active EE | $4,873 | $6,841-28.8% | $6,419-24.1% | $4,299+13.4% |
| Participant deferral / active EE | $14,218 | $9,865+44.1% | $9,331+52.4% | $6,507+118.5% |
| Admin fee / account holder | $1,615 | $17,692-90.9% | $16,305-90.1% | $12,624-87.2% |