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 | $163,943 | $88,751+84.7% | $81,812+100.4% | $145,922+12.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.13% | 1025.40%-1013.3pp | 773.79%-761.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,671 | $3,083+19.0% | $2,912+26.0% | $4,660-21.2% |
| Participant deferral / active EE | $13,625 | $4,643+193.4% | $4,319+215.5% | $6,688+103.7% |
| Admin fee / account holder | $6,959 | $8,415-17.3% | $7,386-5.8% | $13,397-48.1% |