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 | $75,093 | $209,411-64.1% | $178,490-57.9% | $158,922-52.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.18% | 188.75%-172.6pp | 151.07%-134.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $14,956 | $5,706+162.1% | $5,011+198.5% | $4,761+214.1% |
| Participant deferral / active EE | $12,087 | $5,954+103.0% | $5,202+132.4% | $5,982+102.1% |
| Admin fee / account holder | $2,060 | $17,074-87.9% | $13,984-85.3% | $11,246-81.7% |