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 | $47,392 | $68,097-30.4% | $62,929-24.7% | $137,256-65.5% |
| Participation rate | 88.2% | 77.4%+10.8pp | 73.1%+15.1pp | 80.0%+8.3pp |
| Annual return | 18.77% | 1859.11%-1840.3pp | 1063.93%-1045.2pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,375 | $2,811+55.6% | $2,505+74.7% | $4,156+5.3% |
| Participant deferral / active EE | $8,730 | $4,553+91.8% | $3,888+124.5% | $6,407+36.3% |
| Admin fee / account holder | $1,271 | $6,521-80.5% | $5,065-74.9% | $12,270-89.6% |