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 4-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 | $95,359 | $209,832-54.6% | $189,513-49.7% | $167,490-43.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.14% | 748.27%-737.1pp | 555.15%-544.0pp | 478.56%-467.4pp |
| Employer contribution / active EE | $4,960 | $6,914-28.3% | $6,162-19.5% | $4,837+2.5% |
| Participant deferral / active EE | $8,757 | $8,935-2.0% | $8,221+6.5% | $6,341+38.1% |
| Admin fee / account holder | $602 | $14,293-95.8% | $12,045-95.0% | $12,309-95.1% |