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 9-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 | $124,052 | $209,832-40.9% | $189,513-34.5% | $167,490-25.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.86% | 748.27%-732.4pp | 555.15%-539.3pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,889 | $6,914-58.2% | $6,162-53.1% | $4,837-40.3% |
| Participant deferral / active EE | $6,459 | $8,935-27.7% | $8,221-21.4% | $6,341+1.9% |
| Admin fee / account holder | $756 | $14,293-94.7% | $12,045-93.7% | $12,309-93.9% |