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 | $22,416 | $226,064-90.1% | $182,532-87.7% | $152,861-85.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 37.62% | 192.51%-154.9pp | 148.54%-110.9pp | 345.32%-307.7pp |
| Employer contribution / active EE | $7,975 | $4,978+60.2% | $4,076+95.6% | $4,762+67.5% |
| Participant deferral / active EE | $13,755 | $6,368+116.0% | $5,524+149.0% | $5,850+135.1% |
| Admin fee / account holder | $12,016 | $10,703+12.3% | $8,592+39.9% | $11,596+3.6% |