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 9-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 | $45,757 | $226,064-79.8% | $182,532-74.9% | $152,861-70.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.99% | 192.51%-167.5pp | 148.54%-123.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $11,278 | $4,978+126.5% | $4,076+176.7% | $4,762+136.8% |
| Participant deferral / active EE | $9,477 | $6,368+48.8% | $5,524+71.6% | $5,850+62.0% |
| Admin fee / account holder | $679 | $10,703-93.7% | $8,592-92.1% | $11,596-94.1% |