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 | $99,742 | $54,762+82.1% | $90,281+10.5% | $72,985+36.7% |
| Participation rate | 95.1% | 65.1%+30.0pp | 73.3%+21.9pp | 69.5%+25.6pp |
| Annual return | 525.04% | 30.63%+494.4pp | 78.10%+446.9pp | 81.00%+444.0pp |
| Employer contribution / active EE | $1,155 | $2,092-44.8% | $2,854-59.5% | $2,440-52.7% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $842 | $3,972-78.8% | $5,351-84.3% | $5,124-83.6% |