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 | $95,245 | $138,044-31.0% | $125,339-24.0% | $134,475-29.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 57.22% | 750.33%-693.1pp | 572.05%-514.8pp | 417.96%-360.7pp |
| Employer contribution / active EE | $4,050 | $5,243-22.8% | $4,814-15.9% | $4,740-14.5% |
| Participant deferral / active EE | $15,138 | $7,799+94.1% | $7,446+103.3% | $6,400+136.5% |
| Admin fee / account holder | $1,606 | $11,571-86.1% | $10,010-84.0% | $11,426-85.9% |