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 | $40,063 | $209,411-80.9% | $178,490-77.6% | $158,922-74.8% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 35.62% | 188.75%-153.1pp | 151.07%-115.5pp | 302.83%-267.2pp |
| Employer contribution / active EE | $5,192 | $5,706-9.0% | $5,011+3.6% | $4,761+9.0% |
| Participant deferral / active EE | $10,479 | $5,954+76.0% | $5,202+101.5% | $5,982+75.2% |
| Admin fee / account holder | $2,090 | $17,074-87.8% | $13,984-85.1% | $11,246-81.4% |