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 7-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 | $56,366 | $209,832-73.1% | $189,513-70.3% | $167,490-66.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.74% | 748.27%-729.5pp | 555.15%-536.4pp | 478.56%-459.8pp |
| Employer contribution / active EE | $4,311 | $6,914-37.6% | $6,162-30.0% | $4,837-10.9% |
| Participant deferral / active EE | $13,597 | $8,935+52.2% | $8,221+65.4% | $6,341+114.4% |
| Admin fee / account holder | $2,578 | $14,293-82.0% | $12,045-78.6% | $12,309-79.1% |