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 | $53,154 | $96,635-45.0% | $86,612-38.6% | $139,434-61.9% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 46.28% | 106.41%-60.1pp | 591.07%-544.8pp | 372.94%-326.7pp |
| Employer contribution / active EE | $3,739 | $3,263+14.6% | $3,022+23.7% | $4,751-21.3% |
| Participant deferral / active EE | $10,667 | $4,836+120.6% | $4,438+140.4% | $6,710+59.0% |
| Admin fee / account holder | $701 | $6,408-89.1% | $5,614-87.5% | $11,403-93.9% |