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 | $170,496 | $106,584+60.0% | $101,326+68.3% | $142,382+19.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 320.46% | 36.93%+283.5pp | 36.82%+283.6pp | 217.08%+103.4pp |
| Employer contribution / active EE | $4,060 | $3,956+2.6% | $3,665+10.8% | $4,299-5.6% |
| Participant deferral / active EE | $4,739 | $8,297-42.9% | $7,994-40.7% | $6,507-27.2% |
| Admin fee / account holder | $10,460 | $11,446-8.6% | $11,185-6.5% | $12,624-17.1% |