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 | $68,748 | $109,982-37.5% | $97,226-29.3% | $145,922-52.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.70% | 242.90%-228.2pp | 75.13%-60.4pp | 561.29%-546.6pp |
| Employer contribution / active EE | $4,033 | $3,084+30.8% | $2,729+47.8% | $4,660-13.4% |
| Participant deferral / active EE | $4,625 | $4,676-1.1% | $4,264+8.5% | $6,688-30.8% |
| Admin fee / account holder | $656 | $6,221-89.5% | $5,654-88.4% | $13,397-95.1% |