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 | $102,168 | $96,305+6.1% | $80,569+26.8% | $139,434-26.7% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 13.54% | 1350.08%-1336.5pp | 935.43%-921.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,375 | $3,262-27.2% | $2,723-12.8% | $4,751-50.0% |
| Participant deferral / active EE | $10,526 | $5,232+101.2% | $4,447+136.7% | $6,710+56.9% |
| Admin fee / account holder | $579 | $6,599-91.2% | $5,377-89.2% | $11,403-94.9% |