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 | $59,080 | $183,963-67.9% | $162,163-63.6% | $152,861-61.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.93% | 150.76%-131.8pp | 115.59%-96.7pp | 345.32%-326.4pp |
| Employer contribution / active EE | $8,047 | $6,371+26.3% | $5,614+43.3% | $4,762+69.0% |
| Participant deferral / active EE | $17,230 | $8,034+114.5% | $7,298+136.1% | $5,850+194.5% |
| Admin fee / account holder | $2,742 | $13,121-79.1% | $10,843-74.7% | $11,596-76.4% |