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 | $60,407 | $65,409-7.6% | $98,442-38.6% | $85,850-29.6% |
| Participation rate | 96.7% | 65.0%+31.7pp | 73.3%+23.4pp | 69.3%+27.4pp |
| Annual return | 24.78% | 21.76%+3.0pp | 1492.73%-1467.9pp | 318.53%-293.8pp |
| Employer contribution / active EE | $6,188 | $2,168+185.5% | $2,960+109.1% | $2,565+141.2% |
| Participant deferral / active EE | $5,460 | $3,166+72.4% | $4,276+27.7% | $3,952+38.2% |
| Admin fee / account holder | $4,549 | $4,593-0.9% | $5,949-23.5% | $6,260-27.3% |