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 6-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 | $68,957 | $183,963-62.5% | $162,163-57.5% | $152,861-54.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.10% | 150.76%-127.7pp | 115.59%-92.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $9,959 | $6,371+56.3% | $5,614+77.4% | $4,762+109.1% |
| Participant deferral / active EE | $8,197 | $8,034+2.0% | $7,298+12.3% | $5,850+40.1% |
| Admin fee / account holder | $366 | $13,121-97.2% | $10,843-96.6% | $11,596-96.8% |