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 | $67,651 | $175,202-61.4% | $149,673-54.8% | $139,434-51.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.84% | 166.71%-137.9pp | 134.42%-105.6pp | 372.94%-344.1pp |
| Employer contribution / active EE | $5,895 | $5,474+7.7% | $4,818+22.4% | $4,751+24.1% |
| Participant deferral / active EE | $7,144 | $6,519+9.6% | $5,680+25.8% | $6,710+6.5% |
| Admin fee / account holder | $2,050 | $16,150-87.3% | $13,210-84.5% | $11,403-82.0% |