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 | $134,421 | $202,432-33.6% | $169,368-20.6% | $139,434-3.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.29% | 531.74%-510.5pp | 405.60%-384.3pp | 372.94%-351.7pp |
| Employer contribution / active EE | $3,200 | $4,692-31.8% | $4,013-20.3% | $4,751-32.6% |
| Participant deferral / active EE | $19,200 | $6,938+176.7% | $6,221+208.6% | $6,710+186.1% |
| Admin fee / account holder | $499 | $10,708-95.3% | $9,003-94.5% | $11,403-95.6% |