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 | $84,680 | $72,071+17.5% | $68,368+23.9% | $137,256-38.3% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 18.92% | 353.14%-334.2pp | 292.57%-273.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,702 | $2,788-3.1% | $2,649+2.0% | $4,156-35.0% |
| Participant deferral / active EE | $11,274 | $4,410+155.6% | $4,123+173.4% | $6,407+76.0% |
| Admin fee / account holder | $441 | $5,336-91.7% | $5,150-91.4% | $12,270-96.4% |