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 6-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 | $42,828 | $209,832-79.6% | $189,513-77.4% | $167,490-74.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.04% | 748.27%-726.2pp | 555.15%-533.1pp | 478.56%-456.5pp |
| Employer contribution / active EE | $4,711 | $6,914-31.9% | $6,162-23.5% | $4,837-2.6% |
| Participant deferral / active EE | $11,189 | $8,935+25.2% | $8,221+36.1% | $6,341+76.5% |
| Admin fee / account holder | $407 | $14,293-97.2% | $12,045-96.6% | $12,309-96.7% |